HERITAGE WEALTH MANAGEMENT, INC. of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 316956). Regulatory assets under management: $643.4M.
Compensation: % of AUM, Hourly, Fixed, Performance.
Clients served: Individuals, High net worth, Charities, Investment cos.
| Name | Role | Location |
|---|---|---|
| Ryan Kent Gibbs | CHIEF COMPLIANCE OFFICER | — |
| Jordan Lamarr Gibbs | PRESIDENT; TRUSTEE OF JORDAN AND JESSICA GIBBS FAMILY TRUST MARCH 31, 2015 | — |
| Jessica Marie Gibbs | TRUSTEE OF JORDAN AND JESSICA GIBBS FAMILY TRUST MARCH 31, 2015 | — |
| Gregory Ryan Davis | PARTNER | — |
| Daniel Jay Shainberg | CHIEF INVESTMENT OFFICER | — |
| CAMPBELL RICHARD ALEXANDER | CHIEF INVESTMENT OFFICER | — |
| GIBBS RYAN KENT | CHIEF COMPLIANCE OFFICER | — |
| GIBBS JORDAN LAMARR | PRESIDENT; TRUSTEE OF JORDAN AND JESSICA GIBBS FAMILY TRUST MARCH 31, 2015 | — |
| GIBBS JESSICA MARIE | TRUSTEE OF JORDAN AND JESSICA GIBBS FAMILY TRUST MARCH 31, 2015 | — |
| Davis Gregory Ryan | PARTNER | — |
Hedge Fund: 3 · Private Equity Fund: 4 · Other Private Fund: 1
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| HERITAGE PRIVATE OPPORTUNITIES PORTFOLIO LP | Hedge Fund | Delaware | 32 | $78.2M | $1.0M |
| HERITAGE PRIVATE OPPORTUNITIES PORTFOLIO OFFSHORE LP | Hedge Fund | British Virgin Islands | 60 | $37.5M | $100K |
| AH DEBT INCOME LP | Other Private Fund | Delaware | 13 | $34.6M | $250K |
| HERITAGE INCOME FUND LP | Hedge Fund | Delaware | 9 | $31.5M | $1.0M |
| DIVERSIFIED PRIVATE EQUITY FUND LP | Private Equity Fund | Delaware | 21 | $16.4M | $1.0M |
| HERITAGE MARITIME LP | Private Equity Fund | Delaware | 5 | $14.5M | $250K |
| HERITAGE INS SPV LP | Private Equity Fund | Delaware | 13 | $14.4M | $250K |
| HERITAGE GESA LP | Private Equity Fund | Delaware | 13 | $3.2M | $250K |