Managers/Private credit/California/Heritage Wealth Management

Heritage Wealth Management

Heritage Wealth Management is a private credit, private equity and venture manager in San Diego, CA. It is registered with the SEC as an investment adviser with $643.4M in regulatory assets and 13 staff. It has 4 funds on file, the latest reported in June 2025.

Funds on file
4
Raised, all funds
$27.9M
Regulatory assets
$643.4M
Staff
13
Pension investors
None found
See the adviser's own filing →

Latest fund filing

Funds

DateFundTypeRaisedTarget
Jun 2025 Diversified Private Equity Fund LP Private equity $17.4M Not given
Dec 2024 Heritage Maritime LP Venture $10.5M $10.5M
Apr 2024 AH Debt Income LP Private credit $0 Not given
Aug 2021 Diversified Private Equity Investors VII, LP Private equity $0 Not given

Adviser record

RegistrationRegistered with the SEC as an investment adviser.
Regulatory assets$643.4M
Employees13
Clients121 wealthy individuals, 103 individuals, 8 private funds, 1 charity, 1 insurer and 1 company.
Control personsJason, Alexander Campbell, Gregory, Ryan Davis, Jessica, Marie Gibbs, Jordan, Lamarr Gibbs, Ryan, Kent Gibbs.
Private funds3 private funds holding $58.3M in gross assets.

Private funds it reports

FundTypeGross assets
Heritage Private Opportunities Portfolio Hedge fund $50.2M
Heritage Ins SPV Private equity $6.6M
Diversified Private Equity Fund Private equity $1.4M