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SEC Form D · filed February 3, 2023

Heritage Private Fund, L.P. Series 1

Offering
—
Sold
$75.6M
Exemption
Rule 506(b)
Industry
Pooled Investment Fund
Location
RICHMOND, VA
Type
Pooled fund

Rule 506(b): private placement to accredited investors, no public advertising.

People & firms on this filing (18)

Cary G. Baronian · Richmond, VAExecJohn G. Jordan, Iii · Richmond, VAExecHeritage PF GP, LLC · Richmond, VADirectorDee Ann G. Remo · Richmond, VAExecHeritage Wealth Advisors, LLC · Richmond, VADirectorSteve G. Henderson · Richmond, VAExecJ. K. Hochstetler · Missoula, MTDirectorMadiha L. Elkarni · Solana Beach, CAExecDouglas Wenners · New Haven, CTExecBrian K. Seidensticker · Akron, OHExecGrant Hosking · Miami, FLExecSteven L. Salas · Solana Beach, CADirectorHeidi T. Mayall · Lehi, UTExecJohn Loeffler · Sun Prairie, WIExecJeffrey Tubbs · Sun Prairie, WIExecValerie Steiner · Sun Prairie, WIDirectorBruno Batavia · Grand Cayman, Cayman IslandsExecMatt Tolve · Boston, MADirector

Public SEC Form D (Reg D) filing. · View issuer on SEC EDGAR ↗