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SEC Form D · filed July 30, 2024

Heritage Private Fund, L.P. Series 2

Offering
—
Sold
$88.3M
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)

Heritage Wealth Advisors, LLC · Richmond, VADirectorHeritage PF GP, LLC · Richmond, VADirectorSteve G. Henderson · Richmond, VADirectorCary G. Baronian · Richmond, VADirectorDee Ann G. Remo · Richmond, VAExecJohn G. Jordan Iii · Richmond, VAExecSteven L. Salas · Solana Beach, CADirectorDouglas Wenners · New Haven, CTDirectorBrian K. Seidensticker · Akron, OHDirectorGrant Hosking · Miami, FLExecJohn G. Jordan Iii · Richmond, VAExecJ. K. Hochstetler · Missoula, MTDirectorHeidi 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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