Allocator Index · CRD 137484
HERITAGE WEALTH ADVISORS
Richmond, VA · 804-643-4080 · linkedin.com/company/heritage-wealth-advisors/
Fit score
66
- any_private_fund+22
- hnw>=200+20
- hnw_majority+8
- employees 3-60+8
- aum $3.0B-$10.0B+8
HNW clients
254
Other individuals
130
HNW assets
$2.61B
Total AUM
$4.86B
Employees
36
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
| Fund | Type | Gross asset value |
|---|---|---|
| MA ENDOWMENT PARTNERS, LP | Other Private Fund | $75.7M |
| HERITAGE PRIVATE FUND LP SERIES 1 | Other Private Fund | $50.1M |
| HERITAGE PRIVATE FUND LP SERIES 1B | Other Private Fund | $47.5M |
| HERITAGE PRIVATE FUND LP SERIES 2 | Other Private Fund | $34.2M |
| HERITAGE PRIVATE FUND LP SERIES 2B | Other Private Fund | $33.0M |
| MA REAL ASSETS FUND 2, LP | Other Private Fund | $12.1M |
| MA INVESTORS FUND 1, LLC | Other Private Fund | $2.8M |
| HERITAGE PRIVATE FUND LP SERIES 3 | Other Private Fund | $0 |
| HERITAGE PRIVATE FUND LP SERIES 3B | Other Private Fund | $0 |