Form D · Other Investment Fund

Heritage Private Fund, L.P. - Series 1B

Richmond, VA · CIK 0001960725

Offering snapshot reported Feb 3, 2023 · SEC filing

Reported sold
$71.1M
Indefinite offering
Investors reported
11
Form D · investor count
Minimum accepted
$40K
Reported outside-investor minimum
First sale
Jan 18, 2023
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 3, 2023Initial$71,140,000No comparison11SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-472499

Source: Form D, filed Feb 3, 2023. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

HERITAGE PRIVATE FUND LP SERIES 1B

Investment adviser: HERITAGE WEALTH ADVISORS, LLC

Gross asset value
$47.5M
Beneficial owners
15
ADV minimum commitment
$0

Reported in Form ADV on Jul 30, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator ALTER DOMUS CHICAGO, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor YOUNT, HYDE & BARBOUR, P.C. ROANOKE, Virginia, United States
Custodian SOUTHSTATE BANK, N.A. RICHMOND, Virginia, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

YOUNT, HYDE & BARBOUR, P.C.
PCAOB 613

SOUTHSTATE BANK, N.A.
LEI 813UVGYULPJQIP7FQV10

Filing source

Form ADV 2123114 · Jul 30, 2026 · Schedule D 7.B.(1), fund 805-6600647966

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Heritage Wealth Advisors, Llc Director
Cary Baronian Executive
Heritage Pf Gp, Llc Director
Steve Henderson Executive
John G Jordan, Iii Executive
Dee Ann Remo Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
919 East Main Street Suite 950
Richmond, VA, 23219