Diversified Private Equity Fund LP
Diversified Private Equity Fund LP is a private equity fund based in San Diego, California. According to its most recent Form D, filed Jun 23, 2025, it has sold $17,425,000 of interests to 6 investors since its first sale in Jun 2023. The filing does not set a minimum investment. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Based on its first sale date and the amount raised, AltMountain classifies it as an emerging manager. Related persons named in the filing include Greg Davis; Heritage Wealth Management, Inc; Daniel Shainberg.
- Total raised
- $17,425,000Cumulative sales reported on Form D
- Investors
- 6
- First sale
- Jun 30, 2023
- Minimum investment
- None set
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Greg Davis; Heritage Wealth Management, Inc; Daniel Shainberg
- Latest Form D
- Jun 23, 2025
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about Diversified Private Equity Fund LP
What is the minimum investment for Diversified Private Equity Fund LP?
Diversified Private Equity Fund LP's latest Form D, filed Jun 23, 2025, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in Diversified Private Equity Fund LP?
Diversified Private Equity Fund LP is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(b), which does not allow general advertising.
How much has Diversified Private Equity Fund LP raised?
Diversified Private Equity Fund LP reports $17,425,000 sold from 6 investors on its Form D filed Jun 23, 2025. This is cumulative sales since the offering began, not current assets or performance.
Where is Diversified Private Equity Fund LP based?
Diversified Private Equity Fund LP is based in San Diego, California and is managed by Heritage Wealth Management, Inc..
When did Diversified Private Equity Fund LP launch?
Diversified Private Equity Fund LP reports its first sale in Jun 2023, which makes it an emerging manager by AltMountain's definition (first sale in 2021 or later and under $50 million raised).
Size compared with every private equity fund
Raised more than 72% of the 1,777 private equity funds based in California, and more than 49% of all 9,142 that report sales.