Heritage Wealth Advisors
Asset Manager SEC-registered adviser
Legal name: Heritage Wealth Advisors, LLC
Richmond, VA Website
AUM
$4.9B
Regulatory AUM
Private funds
9
Other 9
Private fund assets
$255.4M
Gross asset value
Employees
36
Last Form D raise
Apr 2026
Most recent fund filing
From SEC Form ADV filing (filed Jul 30, 2026). View on SEC
People(8)
Owners and executive officers named on the firm's SEC Form ADV.
C
D
J
J
Chief Investment Officer, Chief Compliance Officer and Managing Director
M
M
S
S
Managing Director of Private Investments and Foundation Strategies
Funds(9)
Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.
| Fund | Type | Gross assets | Raised (Form D) | Investors | Last Form D | Recency |
|---|---|---|---|---|---|---|
| Heritage Private Fund LP Series 3b | Other | — | $56.9M | 6 | Apr 2026 | Warm |
| Heritage Private Fund LP Series 3 | Other | — | $51.7M | 13 | Apr 2026 | Warm |
| Heritage Private Fund LP Series 2b | Other | $33.0M | $83.3M | 8 | Jul 2024 | Cold |
| Heritage Private Fund LP Series 2 | Other | $34.2M | $88.3M | 23 | Jul 2024 | Cold |
| Heritage Private Fund LP Series 1 | Other | $50.1M | $75.6M | 32 | Feb 2023 | Cold |
| Heritage Private Fund LP Series 1b | Other | $47.5M | $71.1M | 11 | Feb 2023 | Cold |
| Ma Endowment Partners, LP | Other | $75.7M | $446.3M | 32 | Dec 2017 | Cold |
| Ma Real Assets Fund 2, LP | Other | $12.1M | — | — | — | |
| Ma Investors Fund 1, LLC | Other | $2.8M | — | — | — |
Board seats
Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.
No board seats matched from SEC filings yet.
Regulatory identifiers
- CRD number
- 137484
- SEC file number
- 801-64803
- CIK
- 1591122
Sources
- SEC Form ADV Oct 14, 2026