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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Richmond, VA HQ: Richmond, VA

Heritage Wealth Advisors

$4.7B Total AUM · Institutional LP profile covering 20 historical fund disclosure records ($352.7M parsed USD across disclosed rows) across disclosed strategy exposure in Real Estate, Private Credit, Buyout, Infrastructure, Secondaries (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
20
5 Open Source Trails Below
Sum of Disclosed Rows
$352.7M
Total AUM: $4.7B
Median Disclosed Amount
$20.5M
Range: $5.0M – $27.7M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/20)
2 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Heritage Wealth Advisors

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 20 total tracked records (+15 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
EQT Exeter US Industrial Value Fund IIAdviser 7.B Vehicle Real Estate 2025
$21.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Digital Alpha Fund IIIAdviser 7.B Vehicle Infrastructure 2025
$12.2M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Dover Street VIIAdviser 7.B Vehicle Secondaries 2025
$8.5M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
EQT Exeter Logistics Value Fund IIIAdviser 7.B Vehicle Real Estate 2024
$23.0M
Adviser-managed fund GAV · As of March 2026
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Drake Real Estate Partners Fund IVAdviser 7.B Vehicle Real Estate 2024
$22.0M
Adviser-managed fund GAV · As of March 2026
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Heritage Wealth Advisors

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Heritage Wealth Advisors (OCIO / Wealth RIA, $4.7B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 16.0% vs. 14.7% Actual; $61.2M Unallocated Target Bandwidth). SEC Form ADV (801-64803, CRD #137484) verified $4.71B discretionary AUM (Item 5.G.(12) External Private Manager Selection + Item 7.B Schedule D Private Feeder Funds); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($5M-$20M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-05-13

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (2) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Heritage Wealth Advisors

604 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Heritage Wealth Advisors (20 shared vehicles tracked; showing top 3 bilateral overlaps).

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1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 8 Shared Vehicles

Polen Capital Management

OCIO / Wealth RIA North America
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Digital Alpha Fund III (2025 Vintage)
Heritage Wealth Advisors: $12.2M · SEC Form ADV 7.B
Polen Capital Management: $20.2M · SEC Form ADV 7.B

Additional shared vehicles: Dover Street VII (2025 Vintage) · EQT Exeter Logistics Value Fund III (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 8 Shared Vehicles

UPS (United Parcel Service) Group Trust Retirement Plan

Corporate Pension Plan Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Dover Street VII (2025 Vintage)
Heritage Wealth Advisors: $8.5M · SEC Form ADV 7.B
UPS (United Parcel Service) Group Trust Retirement Plan: $120.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Digital Alpha Fund III (2025 Vintage) · EQT Exeter Logistics Value Fund III (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 8 Shared Vehicles

Berkshire Hills Cimarron Kingsley Mutual & Casualty Insurance General Account

Insurance Company Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
EQT Exeter Logistics Value Fund III (2024 Vintage)
Heritage Wealth Advisors: $23.0M · SEC Form ADV 7.B
Berkshire Hills Cimarron Kingsley Mutual & Casualty Insurance General Account: $44.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Digital Alpha Fund III (2025 Vintage) · Dover Street VII (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+601 Additional Institutional LPs Report Shared Vehicles with Heritage Wealth Advisors

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Heritage Wealth Advisors

You are viewing 5 open public preview records (out of 20 total tracked records for Heritage Wealth Advisors) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 20 tracked historical disclosure records (+15 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (604 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (4) & CRM export

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Strategies Disclosed by Heritage Wealth Advisors

Real Estate LPs →Private Credit LPs →Buyout LPs →Infrastructure LPs →Secondaries LPs →

Frequently Asked Questions: Heritage Wealth Advisors

What type of institutional allocator is Heritage Wealth Advisors and what is their typical disclosed ticket size?

Heritage Wealth Advisors is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Richmond, VA; Headquarters: Richmond, VA). Across 20 historical disclosure records tracked on Prilago ($352.7M total parsed USD across disclosed rows), the median disclosed amount is $20.5M (range: $5.0M to $27.7M).

Which private-market strategies appear in Heritage Wealth Advisors's public disclosures?

Heritage Wealth Advisors has disclosed records across Real Estate, Private Credit, Buyout, Infrastructure, Secondaries. Open preview records include EQT Exeter US Industrial Value Fund II (2025 Vintage), Digital Alpha Fund III (2025 Vintage), Dover Street VII (2025 Vintage), EQT Exeter Logistics Value Fund III (2024 Vintage).

How are Heritage Wealth Advisors's historical records substantiated and separated from active searches on Prilago?

Records for Heritage Wealth Advisors cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Heritage Wealth Advisors's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/heritage-wealth-advisors or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Heritage Wealth Advisors?

In Prilago's bilateral commitment graph, Heritage Wealth Advisors shares resolved underlying fund vehicles with 604 institutional LPs across 20 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Polen Capital Management (8 shared vehicles, e.g. Digital Alpha Fund III (2025 Vintage)), UPS (United Parcel Service) Group Trust Retirement Plan (8 shared vehicles, e.g. Dover Street VII (2025 Vintage)), Berkshire Hills Cimarron Kingsley Mutual & Casualty Insurance General Account (8 shared vehicles, e.g. EQT Exeter Logistics Value Fund III (2024 Vintage)).

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