Heritage Private Fund, L.P. - Series 1B — Form D
Heritage Private Fund, L.P. - Series 1B of RICHMOND, VA, a pooled investment fund, filed a Form D exempt-offering notice with the SEC on 2023-02-03. $71.1M was reported sold. Industry: Pooled Investment Fund.
Offering
- Filed: 2023-02-03
- Form: D
- Accession: 0001461373-23-000007
- Industry: Pooled Investment Fund
- Exemptions: 06b, 3C, 3C.7
- Amount sold: $71.1M
- Minimum investment: $40K
- Investors: 11
- Date of first sale: 2023-01-18
- Security types: equity, fund interests
- SEC file number: 021-472499
Issuer
- Name: Heritage Private Fund, L.P. - Series 1B
- CIK: 0001960725
- 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 |
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