When was Heritage Private Opportunities Portfolio Offshore LP's most recent SEC filing?

Heritage Private Opportunities Portfolio Offshore LP's most recent Form D filing was on 2025-12-12.

How many investors does Heritage Private Opportunities Portfolio Offshore LP have?

The most recent Form D filing lists 81 investor(s).

Heritage Private Opportunities Portfolio Offshore LP

CIK: 0001911515·Pooled Investment Fund·SAN DIEGO, CA

Reported Sold

$21,338,284

Total Filings

Identified Offerings

Last Filed

Dec 12, 2025

Employees

—

Reported sold uses the latest linked filing for each identified offering; it is not verified lifetime funding. SPV filings are shown separately. 1 unlinked amendment excluded.

Offering filing timeline

Dec 12, 2025Form D/A — Amendment

Reported sold: $31,279,791 · Target: N/A

No verified predecessor available.

Rule 506(b)·81 investors·Section 3(c), Section 3(c)(1)

Dec 4, 2024Form D/A — Amendment

Reported sold: $21,338,284 · Target: Indefinite

Rule 506(b)·65 investors·Section 3(c), Section 3(c)(1)

Changed: Reported amount sold, Reported investors

Dec 6, 2023Form D/A — Amendment

Reported sold: $19,376,416 · Target: Indefinite

Rule 506(b)·55 investors·Section 3(c), Section 3(c)(1)

Changed: Reported amount sold, Reported investors

Dec 6, 2022Form D/A — Amendment

Reported sold: $15,078,000 · Target: Indefinite

Rule 506(b)·41 investors·Section 3(c), Section 3(c)(1)

Changed: Reported amount sold, Reported investors

Feb 17, 2022Form D — New notice

Reported sold: $0 · Target: Indefinite

Rule 506(b)·0 investors·Section 3(c), Section 3(c)(1)

Fundraising Profile

Exemptions

Rule 506(b)

Investors in latest filing

Revenue Range

—

Reported commissions across identified offerings

Amendment Rate

80%

Latest reported sold across 1 identified offering

$21,338,284

Uses the latest linked filing for each offering. This is not a measure of money raised in the last year or verified lifetime funding.

1 unlinked amendment excluded.

Key People

Heritage Wealth Management, Inc.

Executive Officer

Appears on 5 filings

Jordan Gibbs

Executive Officer

Appears on 5 filings

Ryan Gibbs

Executive Officer

Appears on 5 filings

HPOP GP LLC

Executive Officer

Appears on 5 filings

Jason Campbell

Related Person

Appears on 4 filings

Filing History

Date	Type	Offering target	Reported sold	Investors
Dec 12, 2025	Amendment	N/A	$31,279,791	81
Dec 4, 2024	Amendment	Indefinite	$21,338,284	65
Dec 6, 2023	Amendment	Indefinite	$19,376,416	55
Dec 6, 2022	Amendment	Indefinite	$15,078,000	41
Feb 17, 2022	New	Indefinite	$0	0

Filing History

Amendment insights

Loading amendment history…

Comparable issuers

Matched on reported industry and issuer type, then ranked by business location, offering target, and recency. These are filing comparables, not verified business competitors.

Noetic Capital Partners LP

Pooled Investment Fund

Offering target: Indefinite

Filed Nov 3, 2026