Heritage Private Fund LP Series 2

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Fund Information and Directors

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Heritage Private Fund LP Series 2
Firm Heritage Wealth Advisors LLC
Fund #805-7752915199
CIK #0002032153
Sale2024-07-15 (88.2 M Sold)
FundOther Private Fund
Phone8046434088
Address919 East Main Street
Richmond, Virginia 23219
Source [EDGAR] [IAPD]
Fund AUM and Sold ($M)
907254361802010201520212027
Fund Details
DirectorHeritage PF GP LLC
CustodianSouthstate Bank NA
AuditorYount Hyde & Barbour PC
Marketer
Broker
Jurisdiction
Form D Offering
Filed2024-07-30 (D)
Exemption506(b), 3(c), 3(c)(7)
RemainingIndefinite
DurationOne year or less
Net AssetsDecline to Disclose
Investors37
DirectorsRole2011 - 2026
Heritage PF GP LLC Director
Dee Ann Remo Executive Officer
Heritage Wealth Advisors LLC Director
Steve Henderson Director
Cary Baronian Director
John Jordan III Executive Officer
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