Heritage Private Fund LP Series 2B

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Fund Information and Directors

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Heritage Private Fund LP Series 2B
Firm Heritage Wealth Advisors LLC
Fund #805-9600138550
CIK #0002032389
Sale2024-07-15 ($83.3 M Sold)
FundOther Private Fund
Phone8046434088
Address919 East Main Street
Richmond, Virginia 23219
Source [EDGAR] [IAPD]
Fund AUM and Sold ($M)
907254361802011201620212026
Fund Details
DirectorHeritage PF GP LLC
CustodianSouthstate Bank NA
AuditorYount Hyde & Barbour PC
Marketer
Broker
Jurisdiction
Directors2011 - 2025
Dee Ann Remo
Cary Baronian
Heritage Wealth Advisors LLC
Steve Henderson
Heritage Pf GP LLC
John Jordan III
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tony@aum13f.com