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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)

Douglas Wenners · New Haven, CTExecDee Ann G. Remo · Richmond, VAExecHeidi T. Mayall · Lehi, UTExecHeritage PF GP, LLC · Richmond, VADirectorJeffrey Tubbs · Sun Prairie, WIExecGrant Hosking · Miami, FLExecJ. K. Hochstetler · Missoula, MTDirectorSteve G. Henderson · Richmond, VAExecCary G. Baronian · Richmond, VAExecBruno Batavia · Grand Cayman, Cayman IslandsExecBrian K. Seidensticker · Akron, OHExecMadiha L. Elkarni · Solana Beach, CAExecHeritage Wealth Advisors, LLC · Richmond, VADirectorJohn G. Jordan, Iii · Richmond, VAExecValerie Steiner · Sun Prairie, WIDirectorSteven L. Salas · Solana Beach, CADirectorJohn Loeffler · Sun Prairie, WIExecMatt Tolve · Boston, MADirector

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