# Heritage Private Fund, L.P. - Series 2B — Form D

Heritage Private Fund, L.P. - Series 2B of RICHMOND, VA, a pooled investment fund, filed a Form D exempt-offering notice with the SEC on 2024-07-31. $83.3M was reported sold. Industry: Pooled Investment Fund.

## Offering

- Filed: 2024-07-31
- Form: D
- Accession: 0001461373-24-000031
- Industry: Pooled Investment Fund
- Exemptions: 06b, 3C, 3C.7
- Amount sold: $83.3M
- Investors: 8
- Date of first sale: 2024-07-15
- Security types: equity, fund interests
- SEC file number: 021-520272

## Issuer

- Name: Heritage Private Fund, L.P. - Series 2B
- CIK: 0002032389
- 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 |

## More

- [CIK 2032389 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2032389&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001461373-24-000031.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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