This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Adviser

HERITAGE WEALTH ADVISORSCRD 137484

Fund type

DIVERSIFIED PRIVATE FUND

Latest reported GAV

$47.5Mgross asset value on Schedule D 7.B(1), as of 2026-07-30; never fund size

Peak reported GAV

$70.9M

Beneficial owners

15

Minimum investment

$0

Owned by the adviser

200%

Owned by funds of funds

0%

Owned by non-US persons

0%

Clients solicited

yes

Form D file number

021-472499an SEC offering identifier; the Form D vehicle on the venture or private equity graph is linked above when the identity layer has it

Organised in

Delaware, United States

First reported

Mar 29, 2023

Last reported

Jul 30, 2026fund reporting on the SEC extract ends 2024-12-31

Filings reporting it

6

Fund id

805-6600647966

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2172c5f6-3f24-55cd-ef0a-ce1c1f8a0357

First observed

Mar 29, 2023

Last observed

Jul 30, 2026 52 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.