# Heritage Private Fund, L.P. - Series 1 — Form D

Heritage Private Fund, L.P. - Series 1 of RICHMOND, VA, a pooled investment fund, filed a Form D exempt-offering notice with the SEC on 2023-02-03. $75.6M was reported sold. Industry: Pooled Investment Fund.

## Offering

- Filed: 2023-02-03
- Form: D
- Accession: 0001461373-23-000006
- Industry: Pooled Investment Fund
- Exemptions: 06b, 3C, 3C.7
- Amount sold: $75.6M
- Minimum investment: $40K
- Investors: 32
- Date of first sale: 2023-01-18
- Security types: equity, fund interests
- SEC file number: 021-472497

## Issuer

- Name: Heritage Private Fund, L.P. - Series 1
- CIK: 0001960700
- Entity type: Limited Partnership
- Jurisdiction: DELAWARE
- Incorporated: 2022
- Address: 919 EAST MAIN STREET, RICHMOND, VA, 23219
- Phone: 804-643-4088

## Officers, directors & promoters (6)

| Name | Role | Location |
| --- | --- | --- |
| Heritage Wealth Advisors, LLC | Director | Richmond, VA |
| Heritage PF GP, LLC | Director | Richmond, VA |
| Cary G Baronian | Executive Officer | Richmond, VA |
| Steve G Henderson | Executive Officer | Richmond, VA |
| John G Jordan, III | Executive Officer | Richmond, VA |
| Dee Ann G Remo | Executive Officer | Richmond, VA |

## More

- [CIK 1960700 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1960700&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001461373-23-000006.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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