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 MANAGEMENT, INC.CRD 316956

Fund type

Hedge Fund

Latest reported GAV

$50.2Mgross asset value on Schedule D 7.B(1), as of 2024-07-08; never fund size

Peak reported GAV

$50.2M

Beneficial owners

43

Minimum investment

$1.0M

Owned by the adviser

100%

Owned by funds of funds

0%

Owned by non-US persons

0%

Clients solicited

yes

Form D file number

021-424985an 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 7, 2022

Last reported

Jul 8, 2024fund reporting on the SEC extract ends 2024-12-31

Filings reporting it

9

Fund id

805-4088544876

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ccbdea01-fdc2-2dd4-4c7d-45f9517fa5fa

First observed

Mar 7, 2022

Last observed

Jul 8, 2024 26 months 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.