RIA Intelligence

HERITAGE INS SPV LP

PFID 805-1873139828 Managed by HERITAGE WEALTH MANAGEMENT, INC.
Private Equity Fund 3(c)(7)
Gross Asset Value
$7.8M
Min. Investment
$250,000
Investors
14
First Sale
--
FY End
--

Service Providers

Auditor
WEAVER & TIDWELL LLP
MANHATTAN BEACH, California, United States
PCAOB: Registered
Independent: Yes
Administrator
UMB FUND SERVICES
OGDEN, Utah, United States

Fund Details

Fund Type
Private Equity Fund
State Organized
Delaware
Owned by Adviser
1.0%
Annually Audited
Yes