Heritage Private Opportunities Portfolio is a Hedge Fund in California, with a minimum investment of $1.00 mm. It has 1 beneficial owners. Data from SEC filing.
Company profile
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
873602947
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Heritage Wealth Management, Inc. | $213.12 mm | |
Heritage Private Opportunities Portfolio LP | Hedge Fund | |
Heritage Private Opportunities Portfolio Offshore LP | Hedge Fund |
Latest filings (excl ownership)
D/A
Indefinite amount in investment fund / Limited Partnership Interests, sold $47.36 mm, 44 investors
6 Dec 23
D/A
Indefinite amount in investment fund / Limited Partnership Interests, sold $24.78 mm, 37 investors
6 Dec 22
D
Indefinite amount in investment fund / Limited Partnership Interests
15 Dec 21
Latest ownership filings
No filings