HERITAGE WEALTH MANAGEMENT, INC.
CRD #316956 SEC #801-122719 SAN DIEGO, CA 858-613-9191
SEC Registered Private Funds
Total AUM
$491.2M
Discretionary
$491.2M
Employees
9
Clients
101
Accounts
978
| Fund Name | Type | GAV | Investors | Auditor |
|---|---|---|---|---|
| HERITAGE PRIVATE OPPORTUNITIES PORTFOLIO LP | Hedge Fund | $62.8M | 43 | WEAVER AND TIDWELL LLP |
| HERITAGE PRIVATE OPPORTUNITIES PORTFOLIO LP | Hedge Fund | $62.8M | 43 | WEAVER AND TIDWELL LLP |
| AH DEBT INCOME LP | Other Private Fund | $32.8M | 13 | WEAVER & TIDWELL LLP |
| AH DEBT INCOME LP | Other Private Fund | $32.8M | 13 | WEAVER & TIDWELL LLP |
| DIVERSIFIED PRIVATE EQUITY FUND LP | Private Equity Fund | $16M | 11 | WEAVER & TIDWELL LLP |
| DIVERSIFIED PRIVATE EQUITY FUND LP | Private Equity Fund | $16M | 11 | WEAVER & TIDWELL LLP |
| HERITAGE MARITIME LP | Private Equity Fund | $10.5M | 5 | WEAVER & TIDWELL LLP |
| HERITAGE MARITIME LP | Private Equity Fund | $10.5M | 5 | WEAVER & TIDWELL LLP |
| HERITAGE INS SPV LP | Private Equity Fund | $7.8M | 14 | WEAVER & TIDWELL LLP |
| HERITAGE INS SPV LP | Private Equity Fund | $7.8M | 14 | WEAVER & TIDWELL LLP |
TypeHedge Fund
GAV$62.8M
Investors43
AuditorWEAVER AND TIDWELL LLP
TypeHedge Fund
GAV$62.8M
Investors43
AuditorWEAVER AND TIDWELL LLP
Fund NameDIVERSIFIED PRIVATE EQUITY FUND LP
TypePrivate Equity Fund
GAV$16M
Investors11
AuditorWEAVER & TIDWELL LLP
Fund NameDIVERSIFIED PRIVATE EQUITY FUND LP
TypePrivate Equity Fund
GAV$16M
Investors11
AuditorWEAVER & TIDWELL LLP