Every public capital-raising filing we've indexed for this company, over time. Compiled automatically from public sources — not verified by the company.

Filing

Total reported raised

$88.3M

People named

First indexed

2026

Funding history (1)

Jul 30, 2024Investment fund· Pooled Investment Fund

Heritage Private Fund, L.P. - Series 2 raised $88.3M

Raised

$88.3M

People named on filings

Cary Baronian · Director Dee Ann Remo · Executive Officer Heritage PF GP, LLC · Director Heritage Wealth Advisors, LLC · Director John G Jordan III · Executive Officer Steve Henderson · Director