Form D · Hedge Fund

Heritage Private Opportunities Portfolio Offshore LP

San Diego, CA · CIK 0001911515

Offering snapshot reported Dec 12, 2025 · SEC filing

Reported sold: $31.3M
Investors reported: 81
Minimum accepted: $0
First sale: Mar 31, 2022

Fundraising history

Reported sold

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$21,338,284 → $31,279,791
Reported investors65 → 81

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Dec 12, 2025	Amendment	$31,279,791	$9,941,507vs Dec 4, 2024	81	SEC filing
Dec 4, 2024	Amendment	$21,338,284	$1,961,868vs Dec 6, 2023	65	SEC filing
Dec 6, 2023	Amendment	$19,376,416	$4,298,416vs Dec 6, 2022	55	SEC filing
Dec 6, 2022	Amendment	$15,078,000	No comparison	41	SEC filing
Feb 17, 2022	Initial	Yet to sell	No comparison	0	SEC 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: 021-433945

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 OFFSHORE LP

Investment adviser: HERITAGE WEALTH MANAGEMENT, INC.

Gross asset value: $0
Beneficial owners: 1
ADV minimum commitment: $1M

Reported in Form ADV on Jul 10, 2023. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator UMB FUND SERVICES KANSAS CITY, Missouri, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor WEAVER AND TIDWELL LLP HOUSTON, Texas, United States

Custodian TD AMERITRADE, INC. OMAHA, Nebraska, 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

WEAVER AND TIDWELL LLP
PCAOB 410

TD AMERITRADE, INC.
SEC 8-23395

Filing source

Form ADV 1774139 · Jul 10, 2023 · Schedule D 7.B.(1), fund 805-6982074566

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
Name	Reported role
Jason Campbell	Director
Ryan Gibbs	Executive
Jordan 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 #390
San Diego, CA, 92127