Investor · San Diego, CA

Heritage Wealth Management, Inc

Open Heritage in the network graph →

Filings

16

SEC Form D

Connections

21

co-filers

Capital

—

across filings

Active

Dec 2021

to Dec 2025

Most-connected co-filers (21)

Ryan Gibbs · San Diego, CA16 shared Jordan Gibbs · San Diego, CA16 shared Heritage Wealth Management, Inc · San Diego, CA16 shared Hpop Gp Llc · San Diego, CA15 shared Hpop Gp Llc · San Diego, CA15 shared Jason Campbell · San Diego, CA11 shared Shalom Auerbach · EVEN YEHUDA, L34 shared Dr. Assaf Deutsch · EVEN YEHUDA, L34 shared Sam Klatt · New York, NY4 shared James G. Mazzo · Laguna Beach, CA4 shared Greg Davis · SAN DIEGO, CA4 shared Daniel Kramer · Chagrin Falls, OH4 shared David Greenfield · Arlington, VA4 shared Michal Marks · EVEN YEHUDA, L33 shared Jake Taub · New York, NY3 shared R. Gibbs · San Diego, CA2 shared Greg Davis · Durham, NC2 shared Heritage Income Fund Gp Llc · San Diego, CA1 shared Daniel Shainberg · SAN DIEGO, CA1 shared Heritage Income Fund Gp Llc · San Diego, CA1 shared Jason Cambell · SAN DIEGO, CA1 shared

Recent filings (16)

Heritage Private Opportunities Portfolio Offshore LPDec 2025 · 5 co-filers Heritage Private Opportunities Portfolio LPDec 2025 · 5 co-filers Heritage Income Fund LPDec 2025 · 7 co-filers Diversified Private Equity Fund LPJun 2025 · 14 co-filers Heritage Private Opportunities Portfolio Offshore LPDec 2024 · 7 co-filers Heritage Private Opportunities Portfolio LPDec 2024 · 7 co-filers Diversified Private Equity Fund LPJun 2024 · 15 co-filers AH Debt Income LPApr 2024 · 11 co-filers Heritage Private Opportunities Portfolio Offshore LPDec 2023 · 6 co-filers Heritage Private Opportunities Portfolio LPDec 2023 · 6 co-filers Diversified Private Equity Fund LPJun 2023 · 15 co-filers Heritage INS SPV LPJun 2023 · 15 co-filers Heritage Private Opportunities Portfolio Offshore LPDec 2022 · 6 co-filers Heritage Private Opportunities Portfolio LPDec 2022 · 6 co-filers Heritage Private Opportunities Portfolio Offshore LPFeb 2022 · 9 co-filers Heritage Private Opportunities Portfolio LPDec 2021 · 6 co-filers

Derived from public SEC Form D (Reg D) filings; entities resolved probabilistically. See Heritage in the interactive graph →