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

EQUITY FUND (HEDGE FUNDS AND LONG ONLY FUNDS)

Latest reported GAV

$75.7Mgross asset value on Schedule D 7.B(1), as of 2026-07-30; never fund size

Peak reported GAV

$444M

Beneficial owners

8

Minimum investment

$1.0M

Owned by the adviser

0%

Owned by funds of funds

0%

Owned by non-US persons

0%

Clients solicited

yes

Form D file number

021-252173an 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 22, 2012

Last reported

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

Filings reporting it

25

Fund id

805-7668825048

Graph

RIA / Wealth Management

Canonical id

dfx:ria:52be0654-556d-a337-7e49-c1e628b9e551

First observed

Mar 22, 2012

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.