Managers/Heritage Wealth Management/Jason, Alexander Campbell

Jason, Alexander Campbell

Jason, Alexander Campbell is chief investment officer at Heritage Wealth Management. The firm has 4 funds on file, which have raised $27.9M.

Firm
Heritage Wealth Management
Title
Chief investment officer
Funds on file
4
Raised across them
$27.9M

At the firm

TitleChief investment officer
Owns5% to 10% of the firm
ControlOne of the people who control the firm
In this position sinceJanuary 2022
Role on the fundsExecutive officer
Funds named on2

The firm's funds

Diversified Private Equity Fund LP Private equity $17.4M Jun 2025
Heritage Maritime LP Venture $10.5M Dec 2024
AH Debt Income LP Private credit Apr 2024
Diversified Private Equity Investors VII, LP Private equity Aug 2021