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

$51.7M

People named

First indexed

2026

Funding history (1)

Apr 17, 2026Investment fund· Pooled Investment Fund

Heritage Private Fund, L.P. - Series 3 raised $51.7M

Raised

$51.7M

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