Private Equity Investing

Fund name

Diversified Equity Fund (DPEF)

Objective

Growth

What is the fund’s strategy?

We focus on lower-middle market private equity. Our GP’s are operationally focused with specified areas of expertise (vs. generalist large-cap investing)

Value Proposition

Multiple Value Propositions Include

  • Access and Diversification: It would take an investor $50MM to recreate a well-diversified portfolio across 10 institutional funds. Our investors can access these same investments for as little as $1MM

  • Deal Flow & Due Diligence: We diligence hundreds of deals a year to find the best 3-5 opportunities we believe are best-in-class. We then perform extensive operational due diligence to ensure fund structures and management teams have the proper incentives and guardrails in place, to help returns flow through to investors

Let’s talk

Learn more about our offerings, set up a time to chat with our team about your investment goals.

Target Potential Returns

20%+ net IRR’s, 2X-4X MOIC’s

Recent Performance

44% net to investors on called capital since inception (as of 8-01-2025

Structure

7-year drawdown fund, 3 one-year extensions. QP only fund.

Next Closing

Quarterly closings

Potential Fund Allocation

Let’s Talk

Learn more about our offerings, set up a time to chat with our team about your investment goals.

Contact

(858) 613-9191

11440 W. Bernardo Ct. Suite 390
San Diego, CA 92127

© 2025 Heritage Wealth Management, Inc . All rights reserved.

Contact

(858) 613-9191

11440 W. Bernardo Ct. Suite 390
San Diego, CA 92127

© 2025 Heritage Wealth Management, Inc . All rights reserved.

Contact

(858) 613-9191

11440 W. Bernardo Ct. Suite 390
San Diego, CA 92127

© 2025 Heritage Wealth Management, Inc . All rights reserved.

Contact

(858) 613-9191

11440 W. Bernardo Ct. Suite 390
San Diego, CA 92127

© 2025 Heritage Wealth Management, Inc . All rights reserved.