Search
⚲

Type	Result	AUM

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	Southstate Bank NA, Charles Schwab & Co Inc, National Financial Services LLC
Auditor	Yount Hyde & Barbour PC
Marketer
Broker
Jurisdiction

Form D Offering
Filed	2023-02-03 (D)
Exemption	506(b), 3(c), 3(c)(7)
Minimum	$40,000
Remaining	Indefinite
Duration	One year or less
Net Assets	Decline to Disclose
Investors	35

Directors	Role	2011 - 2026
Heritage PF GP LLC	Director
Heritage Wealth Advisors LLC	Director
Cary Baronian	Executive Officer
Steve Henderson	Executive Officer
John Jordan III	Executive Officer
Dee Ann Remo	Executive Officer

{"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", "stripe_subscribe": "/stripe-subscribe", "update_card": "/update-card"}

{"uid": 218235379, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}

False

327644878