Form D · Hedge Fund

Heritage Private Opportunities Portfolio LP

San Diego, CA · CIK 0001898280

Offering snapshot reported Dec 12, 2025 · SEC filing

Reported sold
$83.2M
Indefinite offering
Investors reported
56
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Apr 8, 2022
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$41.6M$83.2MDec 15, 2021Dec 6, 2022: $24,777,000.00Dec 6, 2022Dec 6, 2023: $47,360,237.00Dec 6, 2023Dec 4, 2024: $51,718,843.00Dec 4, 2024Dec 12, 2025: $83,169,351.00Dec 12, 2025

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$51,718,843 → $83,169,351
  • Reported investors44 → 56

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Dec 12, 2025Amendment$83,169,351$31,450,508vs Dec 4, 202456SEC filing
Dec 4, 2024Amendment$51,718,843$4,358,606vs Dec 6, 202344SEC filing
Dec 6, 2023Amendment$47,360,237$22,583,237vs Dec 6, 202244SEC filing
Dec 6, 2022Amendment$24,777,000No comparison37SEC filing
Dec 15, 2021InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund, Other
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-424985
Limited Partnership Interests

Source: Form D, filed Dec 12, 2025. 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 OPPORTUNITIES PORTFOLIO LP

Investment adviser: HERITAGE WEALTH MANAGEMENT, INC.

Gross asset value
$78.2M
Beneficial owners
32
ADV minimum commitment
$1M

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

Service providers

Fund administrator UMB FUND SERVICES OGDEN, Utah, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor WEAVER AND TIDWELL LLP MANHATTAN BEACH, California, United States
Custodian STONEX FINANCIAL INC. WINTER PARK, Florida, United States Related to adviser: No
Prime broker STONEX FINANCIAL INC. SANTA MONICA, California, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

WEAVER AND TIDWELL LLP
PCAOB 410

STONEX FINANCIAL INC.
SEC 8-51269

STONEX FINANCIAL INC.
CRD 45993 · SEC 8-51269

Filing source

Form ADV 2116846 · Jun 30, 2026 · Schedule D 7.B.(1), fund 805-4088544876

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
Jason Campbell Executive
Jordan Gibbs Executive
Ryan Gibbs Executive
N/A Heritage Wealth Management, Inc. Executive
N/A Hpop Gp Llc Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
11440 W Bernardo Ct Suite 240
San Diego, CA, 92127