HERITAGE WEALTH ADVISORS, LLC
Legal name: HERITAGE WEALTH ADVISORS
CRD #137484 SEC #801-64803 RICHMOND, VA 804-643-4080
SEC Registered Private Funds
Total AUM
$4.6B
Discretionary
$4.5B
Employees
36
Clients
251
Accounts
1,623
| Fund Name | Type | GAV | Investors | Auditor |
|---|---|---|---|---|
| MA ENDOWMENT PARTNERS, LP | Other Private Fund | $87.1M | 6 | KEITER |
| MA ENDOWMENT PARTNERS, LP | Other Private Fund | $87.1M | 6 | KEITER |
| MA ENDOWMENT PARTNERS, LP | Other Private Fund | $87.1M | 6 | KEITER |
| HERITAGE PRIVATE FUND LP SERIES 1 | Other Private Fund | $26.4M | 35 | YOUNT, HYDE & BARBOUR, P.C. |
| HERITAGE PRIVATE FUND LP SERIES 1 | Other Private Fund | $26.4M | 35 | YOUNT, HYDE & BARBOUR, P.C. |
| HERITAGE PRIVATE FUND LP SERIES 1 | Other Private Fund | $26.4M | 35 | YOUNT, HYDE & BARBOUR, P.C. |
| HERITAGE PRIVATE FUND LP SERIES 1B | Other Private Fund | $24.8M | 15 | YOUNT, HYDE & BARBOUR, P.C. |
| HERITAGE PRIVATE FUND LP SERIES 1B | Other Private Fund | $24.8M | 15 | YOUNT, HYDE & BARBOUR, P.C. |
| HERITAGE PRIVATE FUND LP SERIES 1B | Other Private Fund | $24.8M | 15 | YOUNT, HYDE & BARBOUR, P.C. |
| MA REAL ASSETS FUND 2, LP | Other Private Fund | $15.4M | 24 | KEITER |
| MA REAL ASSETS FUND 2, LP | Other Private Fund | $15.4M | 24 | KEITER |
| MA REAL ASSETS FUND 2, LP | Other Private Fund | $15.4M | 24 | KEITER |
| HERITAGE PRIVATE FUND LP SERIES 2 | Other Private Fund | $4.1M | 37 | YOUNT, HYDE & BARBOUR, P.C. |
| HERITAGE PRIVATE FUND LP SERIES 2 | Other Private Fund | $4.1M | 37 | YOUNT, HYDE & BARBOUR, P.C. |
| HERITAGE PRIVATE FUND LP SERIES 2 | Other Private Fund | $4.1M | 37 | YOUNT, HYDE & BARBOUR, P.C. |
| HERITAGE PRIVATE FUND LP SERIES 2B | Other Private Fund | $3.6M | 10 | YOUNT, HYDE & BARBOUR, P.C. |
| HERITAGE PRIVATE FUND LP SERIES 2B | Other Private Fund | $3.6M | 10 | YOUNT, HYDE & BARBOUR, P.C. |
| HERITAGE PRIVATE FUND LP SERIES 2B | Other Private Fund | $3.6M | 10 | YOUNT, HYDE & BARBOUR, P.C. |
| MA INVESTORS FUND 1, LLC | Other Private Fund | $3.4M | 6 | KEITER |
| MA INVESTORS FUND 1, LLC | Other Private Fund | $3.4M | 6 | KEITER |
| MA INVESTORS FUND 1, LLC | Other Private Fund | $3.4M | 6 | KEITER |
| MA PARTNERS FUND, LP | Other Private Fund | $1.2M | 12 | KEITER |
| MA PARTNERS FUND, LP | Other Private Fund | $1.2M | 12 | KEITER |
| MA PARTNERS FUND, LP | Other Private Fund | $1.2M | 12 | KEITER |
Fund NameHERITAGE PRIVATE FUND LP SERIES 1
TypeOther Private Fund
GAV$26.4M
Investors35
AuditorYOUNT, HYDE & BARBOUR, P.C.
Fund NameHERITAGE PRIVATE FUND LP SERIES 1
TypeOther Private Fund
GAV$26.4M
Investors35
AuditorYOUNT, HYDE & BARBOUR, P.C.
Fund NameHERITAGE PRIVATE FUND LP SERIES 1
TypeOther Private Fund
GAV$26.4M
Investors35
AuditorYOUNT, HYDE & BARBOUR, P.C.
Fund NameHERITAGE PRIVATE FUND LP SERIES 1B
TypeOther Private Fund
GAV$24.8M
Investors15
AuditorYOUNT, HYDE & BARBOUR, P.C.
Fund NameHERITAGE PRIVATE FUND LP SERIES 1B
TypeOther Private Fund
GAV$24.8M
Investors15
AuditorYOUNT, HYDE & BARBOUR, P.C.
Fund NameHERITAGE PRIVATE FUND LP SERIES 1B
TypeOther Private Fund
GAV$24.8M
Investors15
AuditorYOUNT, HYDE & BARBOUR, P.C.
Fund NameHERITAGE PRIVATE FUND LP SERIES 2
TypeOther Private Fund
GAV$4.1M
Investors37
AuditorYOUNT, HYDE & BARBOUR, P.C.
Fund NameHERITAGE PRIVATE FUND LP SERIES 2
TypeOther Private Fund
GAV$4.1M
Investors37
AuditorYOUNT, HYDE & BARBOUR, P.C.
Fund NameHERITAGE PRIVATE FUND LP SERIES 2
TypeOther Private Fund
GAV$4.1M
Investors37
AuditorYOUNT, HYDE & BARBOUR, P.C.
Fund NameHERITAGE PRIVATE FUND LP SERIES 2B
TypeOther Private Fund
GAV$3.6M
Investors10
AuditorYOUNT, HYDE & BARBOUR, P.C.
Fund NameHERITAGE PRIVATE FUND LP SERIES 2B
TypeOther Private Fund
GAV$3.6M
Investors10
AuditorYOUNT, HYDE & BARBOUR, P.C.
Fund NameHERITAGE PRIVATE FUND LP SERIES 2B
TypeOther Private Fund
GAV$3.6M
Investors10
AuditorYOUNT, HYDE & BARBOUR, P.C.