Capital Flow Monitor · Sponsors · CIK 1898280
Heritage Private Opportunities Portfolio LP
11440 W BERNARDO CT, SAN DIEGO, CA, 92127 · 858-613-9191
Pooled Investment Fund / Hedge Fund · Limited Partnership· inc. DELAWARE true 2021
Fit score
—
Offering
—
Sold
$83.2M
% sold
—
Investors
56
Min investment
$0
Exemption
506(b)
Filing history
| Filed | Form | Rule | Offering | Sold | % sold | Investors | |
|---|---|---|---|---|---|---|---|
| 2025-12-12 | D/A ·current | 506(b) | — | $83.2M | — | 56 | EDGAR ↗ |
Related persons
Executive officers, directors and promoters, as filed. Other raises are matched by exact name and show amount sold as last reported.
-
N/A HPOP GP LLC — Executive Officer, San Diego, CA
1 other raise
-
N/A Heritage Wealth Management, Inc. — Executive Officer, San Diego, CA
2 other raises
- Heritage Private Opportunities Portfolio Offshore LP $31.3M of —
- Heritage Income Fund LP $13.7M of —
-
Jordan Gibbs — Executive Officer, San Diego, CA
2 other raises
- Heritage Private Opportunities Portfolio Offshore LP $31.3M of —
- Heritage Income Fund LP $13.7M of —
-
Ryan Gibbs — Executive Officer, San Diego, CA
2 other raises
- Heritage Private Opportunities Portfolio Offshore LP $31.3M of —
- Heritage Income Fund LP $13.7M of —
Placement agents
- No sales compensation reported — direct raise.
Source: SEC EDGAR Form D. Self-reported by the issuer. Not investment advice.