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SEC Form D · filed July 31, 2024

Heritage Private Fund, L.P. Series 2B

Offering
—
Sold
$83.3M
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)

Dee Ann G. Remo · Richmond, VAExecJohn G. Jordan Iii · Richmond, VAExecCary G. Baronian · Richmond, VADirectorHeritage PF GP, LLC · Richmond, VADirectorHeritage Wealth Advisors, LLC · Richmond, VADirectorSteve G. Henderson · Richmond, VADirectorJ. K. Hochstetler · Missoula, MTDirectorSteven L. Salas · Solana Beach, CADirectorJohn G. Jordan Iii · Richmond, VAExecDouglas Wenners · New Haven, CTDirectorBrian K. Seidensticker · Akron, OHDirectorGrant Hosking · Miami, FLExecHeidi T. Mayall · Lehi, UTDirectorJohn Loeffler · Sun Prairie, WIExecValerie Steiner · Sun Prairie, WIDirectorBruno Batavia · Grand Cayman, Cayman IslandsDirectorMatt Tolve · Boston, MADirectorJonathan Auerbach · New York, NYExec

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