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Type	Result	AUM

Heritage Private Fund LP Series 2B
Firm	Heritage Wealth Advisors LLC ✚
Fund #	805-9600138550
CIK #	0002032389
Sale	2024-07-15 (83.3 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
Auditor	Yount Hyde & Barbour PC
Marketer
Broker
Jurisdiction

Form D Offering
Filed	2024-07-31 (D)
Exemption	506(b), 3(c), 3(c)(7)
Remaining	Indefinite
Duration	One year or less
Net Assets	Decline to Disclose
Investors	10

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

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