Search
⚲

Message
Happy Holidays!! thanks for using AUM13F!!

Type	Result	AUM ($B)

Heritage Private Fund LP Series 1
Firm	Heritage Wealth Advisors LLC ✚
Fund #	805-6796913923
CIK #	0001960700
Sale	2023-01-18 ($75.6 M Sold)
Fund	Other Private Fund
Phone	8046434088
Address	919 East Main Street Richmond, Virginia 23219
Source	[EDGAR] [IAPD]

Fund AUM and Sold ($M)

Fund Details
Director	Heritage PF GP LLC
Custodian	National Financial Services LLC, Southstate Bank NA, Charles Schwab & Co Inc
Auditor	Yount Hyde & Barbour PC
Marketer
Broker
Jurisdiction

Directors	2011 - 2025
Heritage Wealth Advisors LLC
Cary Baronian
Steve Henderson
Heritage Pf GP LLC
John Jordan III
Dee Ann Remo

{"search": "/search", "clicked": "/clicked", "portfolio_add": "/portfolio-add", "portfolio_remove": "/portfolio-remove", "portfolio_create": "/portfolio-create", "portfolio_activate": "/portfolio-activate", "portfolio_delete": "/portfolio-delete", "portfolio_rename": "/portfolio-rename", "portfolio_color": "/portfolio-color", "home_filter": "/home-filter", "htmlspeed": "/htmlspeed", "add_tag_firm": "/add-tag-firm", "add_tag_click": "/add-tag-click", "copy_aum": "/copy-aum", "stripe_checkout": "/stripe-checkout", "update_card": "/update-card"}

{"uid": 152069965, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}

False

221096935