RIA Intelligence

HERITAGE POINT PARTNERS LLC

Legal name: HERITAGE POINT PARTNERS

CRD #322601 SEC #802-126330 805-410-3133
State Registered Exempt Reporting Private Funds
Total AUM
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Discretionary
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Employees
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Clients
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Accounts
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Firm Details

Organization Type
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State of Formation
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Fiscal Year End
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Registration Date
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Latest Filing
Mar 14, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
GELMAN, ALEX, ZANDERIMANAGING PARTNERD Control
GELMAN, ALEX, ZANDERIMANAGING PARTNERD Control
GELMAN, ALEX, ZANDERIMANAGING PARTNERD Control
GELMAN, ALEX, ZANDERIMANAGING PARTNERD Control
GELMAN, ALEX, ZANDERIMANAGING PARTNERD Control
GELMAN, ALEX, ZANDERIMANAGING PARTNERD Control
Hecht, Daniel, HarrisonIMANAGING PARTNERD Control
Hecht, Daniel, HarrisonIMANAGING PARTNERD Control
Hecht, Daniel, HarrisonIMANAGING PARTNERD Control
Hecht, Daniel, HarrisonIMANAGING PARTNERD Control
Hecht, Daniel, HarrisonIMANAGING PARTNERD Control
Hecht, Daniel, HarrisonIMANAGING PARTNERD Control

Registrations

Federal

ERA
Mar 14, 2025 REGISTERED

Address


Phone: 805-410-3133