Heritage Private Fund LP Series 1B

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Fund Information and Directors

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Heritage Private Fund LP Series 1B
Firm Heritage Wealth Advisors LLC
Fund #805-6600647966
CIK #0001960725
Sale2023-01-18 ($71.1 M Sold)
FundOther Private Fund
Phone8046434088
Address919 East Main Street
Richmond, Virginia 23219
Source [EDGAR] [IAPD]
Fund AUM and Sold ($M)
806448321602011201620212026
Fund Details
DirectorHeritage PF GP LLC
CustodianNational Financial Services LLC, Southstate Bank NA, Charles Schwab & Co Inc
AuditorYount Hyde & Barbour PC
Marketer
Broker
Jurisdiction
Directors2011 - 2025
Heritage Wealth Advisors LLC
Steve Henderson
John Jordan III
Dee Ann Remo
Heritage Pf GP LLC
Cary Baronian
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tony@aum13f.com