Heritage Private Fund, L.P. - Series 2 — Form D
Heritage Private Fund, L.P. - Series 2 of RICHMOND, VA, a pooled investment fund, filed a Form D exempt-offering notice with the SEC on 2024-07-30. $88.3M was reported sold. Industry: Pooled Investment Fund.
Offering
- Filed: 2024-07-30
- Form: D
- Accession: 0001461373-24-000030
- Industry: Pooled Investment Fund
- Exemptions: 06b, 3C, 3C.7
- Amount sold: $88.3M
- Investors: 23
- Date of first sale: 2024-07-15
- Security types: equity, fund interests
- SEC file number: 021-520055
Issuer
- Name: Heritage Private Fund, L.P. - Series 2
- CIK: 0002032153
- Entity type: Limited Partnership
- Jurisdiction: DELAWARE
- Incorporated: 2024
- 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 |
| Cary G Baronian | Director | Richmond, VA |
| Heritage PF GP, LLC | Director | Richmond, VA |
| Steve G Henderson | Director | Richmond, VA |
| John G Jordan III | Executive Officer | Richmond, VA |
| Dee Ann G Remo | Executive Officer | Richmond, VA |
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