Hedge fund profile
Heritage Private Opportunities Portfolio LP
Heritage Private Opportunities Portfolio LP is reported as a hedge fund in Form ADV private-fund disclosures. The adviser is Heritage Wealth Management, Inc., based in San Diego, California, United States.
$78.2Mgross assets
$1.0Mminimum
32owners
3(c)(1)exemption
Disclosure fields
Fund facts
SEC private fund ID805-4088544876
Reference ID283757
JurisdictionDelaware, United States
Fund of fundsYes
Master fundYes
Feeder fundNo
Non-US ownership0%
Assets valued100%
Annual auditYes
GAAPYes
Source periodMarch 2026
Date submitted03/18/2026 02:23:56 PM
Adviser
Heritage Wealth Management, Inc.
TypeRegistered investment adviser
SEC number801-122719
CRD316956
Regulatory AUM$643.4M
Compliance signals
Exempt from registration Sales limited Prime brokers reported Custodians reported
Service providers
Reported counterparties
General partners
Hpop Gp LLC
Auditors
WEAVER AND TIDWELL LLP
Prime brokers
STONEX FINANCIAL INC.
Custodians
STONEX FINANCIAL INC.
Administrators
UMB FUND SERVICES
Same adviser