HERITAGE CAPITAL ADVISORS, LLC
SEC file number 801-60796
· ST PAUL, MN
https://ha.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$66.7M
Discretionary AUM
$66.7M
Employees
4
Clients
—
Firm
- Address
- 3900 NORTHWOODS DRIVE
ST PAUL, MN 55112 - Phone
- —
- Website
- https://ha.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 2, 2026
Possible Form D name matches (not verified)
- Heritage Apartments LLC High name-match confidence · CIK 2078260 · TX
- Heritage Apartments VIII, LLC High name-match confidence · CIK 2106730 · CO
- Heritage Bella Vista, LLC High name-match confidence · CIK 2106803 · TX
- Heritage Distilling Holding Company, Inc. High name-match confidence · CIK 1788230 · WA
- Heritage Harbor Partners, LLC High name-match confidence · CIK 2076778 · CA
- Heritage Healthcare Innovation Fund IV, LP High name-match confidence · CIK 1961281 · TN
- Heritage Hill Apartments CRG LLC High name-match confidence · CIK 2063506 · TX
- Heritage Holding Fund II, LP High name-match confidence · CIK 2153507 · MA
- Heritage Income Fund LP High name-match confidence · CIK 2092311 · CA
- Heritage Point Partners II, LP High name-match confidence · CIK 2072342 · CA
- Heritage Prime Providers SPV, LLC High name-match confidence · CIK 2091201 · CA
- Heritage Private Fund, L.P. - Series 3 High name-match confidence · CIK 2129092 · VA
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Heritage Holding Fund II, LP · D · Oct 13, 2026$330M
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Heritage Private Fund, L.P. - Series 3 · D · Apr 17, 2026
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Heritage Point Partners II, LP · D · Jan 29, 2026
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Heritage Apartments VIII, LLC · D · Jan 29, 2026$9.9M
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Heritage Bella Vista, LLC · D · Jan 26, 2026$5M
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Heritage Income Fund LP · D · Dec 8, 2025
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Heritage Prime Providers SPV, LLC · D · Nov 19, 2025
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Heritage Distilling Holding Company, Inc. · D · Aug 20, 2025$223.8M
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Heritage Apartments LLC · D · Aug 15, 2025$1.5M
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Heritage Harbor Partners, LLC · D · Jul 14, 2025$480K
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Heritage Healthcare Innovation Fund IV, LP · D/A · Apr 7, 2025$400M
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Heritage Hill Apartments CRG LLC · D · Apr 1, 2025$8.3M
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Heritage Distilling Holding Company, Inc. · D · Feb 4, 2025$5M
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Heritage Distilling Holding Company, Inc. · D · Feb 4, 2025$15M