0001461373-23-000006.txt : 20230203 0001461373-23-000006.hdr.sgml : 20230203 20230202181014 ACCESSION NUMBER: 0001461373-23-000006 CONFORMED SUBMISSION TYPE: D PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b ITEM INFORMATION: Investment Company Act Section 3(c) ITEM INFORMATION: Section 3(c)(7) FILED AS OF DATE: 20230203 DATE AS OF CHANGE: 20230202 EFFECTIVENESS DATE: 20230203 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Heritage Private Fund, L.P. - Series 1 CENTRAL INDEX KEY: 0001960700 IRS NUMBER: 884292977 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D SEC ACT: 1933 Act SEC FILE NUMBER: 021-472497 FILM NUMBER: 23582730 BUSINESS ADDRESS: STREET 1: 919 EAST MAIN STREET STREET 2: SUITE 950 CITY: RICHMOND STATE: VA ZIP: 23219 BUSINESS PHONE: 804-643-4088 MAIL ADDRESS: STREET 1: 919 EAST MAIN STREET STREET 2: SUITE 950 CITY: RICHMOND STATE: VA ZIP: 23219 D 1 primary_doc.xml X0708 D LIVE 0001960700 Heritage Private Fund, L.P. - Series 1 919 EAST MAIN STREET SUITE 950 RICHMOND VA VIRGINIA 23219 804-643-4088 DELAWARE None None Limited Partnership true 2022 Heritage PF GP, LLC 919 East Main Street Suite 950 Richmond VA VIRGINIA 23219 Director General Partner of the Issuer Heritage Wealth Advisors, LLC 919 East Main Street Suite 950 Richmond VA VIRGINIA 23219 Director Manager of the General Partner of the Issuer John G Jordan, III 919 East Main Street Suite 950 Richmond VA VIRGINIA 23219 Executive Officer CIO of the Manager of the General Partner of the Issuer Steve Henderson 919 East Main Street Suite 950 Richmond VA VIRGINIA 23219 Executive Officer Director of Investments and Foundation Strategies of the Manager of the General Partner of the Issuer Cary Baronian 919 East Main Street Suite 950 Richmond VA VIRGINIA 23219 Executive Officer Director of Research of the Manager of the General Partner of the Issuer Dee Ann Remo 919 East Main Street Suite 950 Richmond VA VIRGINIA 23219 Executive Officer Founder and CEO of the Manager of the General Partner of the Issuer Pooled Investment Fund Other Investment Fund false Decline to Disclose 06b 3C 3C.7 false 2023-01-18 false true true false 40000 Indefinite 75640000 Indefinite false 32 0 0 0 false Heritage Private Fund, L.P. - Series 1 /s/ John G. Jordan, III John G. Jordan, III CIO of the Manager of the General Partner of the Issuer 2023-01-18