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Type	Result	AUM ($B)

Heritage Private Fund LP Series 1B
Firm	Heritage Wealth Advisors LLC ✚
Fund #	805-6600647966
CIK #	0001960725
Sale	2023-01-18 ($71.1 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
Steve Henderson
John Jordan III
Dee Ann Remo
Heritage Pf GP LLC
Cary Baronian

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