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RIA / WealthPrivate fundprivate equity fund3(c)(7)fund of funds

DIVERSIFIED PRIVATE EQUITY FUND LP

advised by HERITAGE WEALTH MANAGEMENT, INC.

Delaware, United States

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:dcff9ccf-3ea3-3bee-f0cb-27fd96f01657

Data as of Jul 8, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Mar 22, 2024 to Jul 8, 2024
3 observations

Across DFX

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

Private Equityidentity

Diversified Private Equity Fund LP

Private equity fund · shared adv fund id

Facts

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

Adviser: HERITAGE WEALTH MANAGEMENT, INC.CRD 316956
Fund type: Private Equity Fund
Latest reported GAV: $1.4Mgross asset value on Schedule D 7.B(1), as of 2024-07-08; never fund size
Peak reported GAV: $1.4M
Beneficial owners: 11
Minimum investment: $1.0M
Owned by the adviser: 100%
Owned by funds of funds: 0%
Owned by non-US persons: 0%
Clients solicited: yes
Organised in: Delaware, United States
First reported: Mar 22, 2024
Last reported: Jul 8, 2024fund reporting on the SEC extract ends 2024-12-31
Filings reporting it: 3
Fund id: 805-7553148556

Reported gross asset value by filing

each Schedule D 7.B(1) row as filed; GAV is gross asset value, never fund size

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Jul 8, 2024	$1.4M	11	$1.0M	100.0%	yes	DIVERSIFIED PRIVATE EQUITY FUND LP
May 13, 2024	$1.4M	11	$1.0M	100.0%	yes	DIVERSIFIED PRIVATE EQUITY FUND LP
Mar 22, 2024	$1.4M	11	$1.0M	100.0%	yes	DIVERSIFIED PRIVATE EQUITY FUND LP

Relationships

Advises (1)

← HERITAGE WEALTH MANAGEMENT, INC.Registered adviserPrivate Equity Fund, IA
Mar 22, 2024 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:dcff9ccf-3ea3-3bee-f0cb-27fd96f01657
First observed: Mar 22, 2024
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.

DIVERSIFIED PRIVATE EQUITY FUND LP

advised by HERITAGE WEALTH MANAGEMENT, INC.

Delaware, United States

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:dcff9ccf-3ea3-3bee-f0cb-27fd96f01657

Data as of Jul 8, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:37 AM UTC and rebuilt at most every 15 minutes.

Filed

GAV

Owners

Minimum

Adviser owns

Audited

Name as filed

Jul 8, 2024

$1.4M

$1.0M

100.0%

yes

DIVERSIFIED PRIVATE EQUITY FUND LP

May 13, 2024

$1.4M

$1.0M

100.0%

yes

DIVERSIFIED PRIVATE EQUITY FUND LP

Mar 22, 2024

$1.4M

$1.0M

100.0%

yes

DIVERSIFIED PRIVATE EQUITY FUND LP