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SEC Form D · filed February 3, 2023

Heritage Private Fund, L.P. Series 1B

Offering
—
Sold
$71.1M
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)

John G. Jordan, Iii · Richmond, VAExecHeritage PF GP, LLC · Richmond, VADirectorSteve G. Henderson · Richmond, VAExecCary G. Baronian · Richmond, VAExecHeritage Wealth Advisors, LLC · Richmond, VADirectorDee Ann G. Remo · Richmond, VAExecMadiha L. Elkarni · Solana Beach, CAExecSteven L. Salas · Solana Beach, CADirectorDouglas Wenners · New Haven, CTExecJ. K. Hochstetler · Missoula, MTDirectorGrant Hosking · Miami, FLExecBrian K. Seidensticker · Akron, OHExecHeidi 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 ↗