PPrivate Fund Data Log in Join · $37/mo

Heritage Bank

Custodian
Private funds
4
Advisory firms
2

About Heritage Bank

Heritage Bank is named as a custodian on Form ADV filings for 4 private funds across 2 SEC-registered advisers.

Largest fund clients

4 funds
FundManagerGross assets
Freestone Advantage Partners III LPFreestone Capital Management, LLC$60.7M
Fresno Tucson Retirement Investors, LLCMarshall & Sullivan Inc$3.9M
Southwest Land Development, LLCMarshall & Sullivan Inc$3.5M
See all 4 fund clients — unlock the full record.
Join to unlock · $37/mo

Coverage

As custodian4 funds