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RIA / WealthRegistered adviserstate registeredstate registeredRAUM none

HERITAGE POINT PARTNERS

HERITAGE POINT PARTNERS LLC, CRD 322601

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:bacd97f0-c92b-139c-3057-c5b41e30ba24

Data as of Mar 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Mar 9, 2026 to Mar 9, 2026
1 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Heritage Point Partners

Private equity manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Offices: 0Schedule D 1.F, beyond the principal office
SEC number: 802-126330
CRD: 322601
Filings on the tape: 1
First filed: Mar 9, 2026
Latest filed: Mar 9, 2026
Organised: Limited Liability Company, CA

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
HERITAGE POINT PARTNERS I, LP	Private Equity Fund	$71.0M	Mar 26, 2024	61	Jul 1, 2022	reported	n/a

Relationships

Advises (1)

→ HERITAGE POINT PARTNERS I, LPPrivate fundPrivate Equity Fund, ERA
Jul 1, 2022 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bacd97f0-c92b-139c-3057-c5b41e30ba24
First observed: Mar 9, 2026
Last observed: Mar 9, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds 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.

HERITAGE POINT PARTNERS

HERITAGE POINT PARTNERS LLC, CRD 322601

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:bacd97f0-c92b-139c-3057-c5b41e30ba24

Data as of Mar 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:59 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

HERITAGE POINT PARTNERS I, LP

Private Equity Fund

$71.0M

Mar 26, 2024

Jul 1, 2022

reported

n/a