Heartwood Partners, LLC
Norwalk, CT · CRD 313052
Private equity manager
Heartwood Partners, LLC is an SEC-registered investment adviser based in Norwalk, CT that reports managing 18 private funds on Form ADV, including 18 private equity funds. It reports $1.4 billion in regulatory assets under management. Its private funds hold $2.1 billion in gross assets.
- Regulatory assets under management
- $1.4 billionForm ADV Item 5.F
- Gross assets of private funds
- $2.1 billionAll private fund types, Form ADV
- Private funds managed
- 18PE 18 · VC 0 · hedge 0
- Employees
- 27Form ADV Item 5.A
- Registration
- SEC-registered adviserCRD 313052
- Latest Form ADV
- 03/27/2026Disciplinary disclosures: none reported
Private equity funds filing Form D (4)
Fund
First sale
Raised
Investors
Minimum
Offering
Heartwood Partners V-A, LP
Norwalk, CT
First sale—
Raised$0
Investors0
MinimumNone set
Offering506(b)
Heartwood Partners V, LP
Norwalk, CT
First sale—
Raised$0
Investors0
MinimumNone set
Offering506(b)
Heartwood Partners Blocker CV I, LP
Norwalk, CT
First sale—
Raised$0
Investors0
MinimumNone set
Offering506(b)
Heartwood Partners CV I LP
Norwalk, CT
First sale—
Raised$0
Investors0
MinimumNone set
Offering506(b)
Matched to this firm by the fund names and related persons in each Form D. The list may be incomplete.
Private funds reported on Form ADV (11)
Fund
Gross assets
Minimum
Owners
Adviser
Heartwood Partners IV, LP
Delaware, United StatesPrivate equity fund
Gross assets$506M
Minimum$5.0M
Owners110
AdviserHeartwood Partners, LLC
Heartwood Partners II, L.P.
Delaware, United StatesPrivate equity fund
Gross assets$239M
Minimum$100K
Owners128
AdviserHeartwood Partners, LLC
CP Zest, LLC
Delaware, United StatesPrivate equity fund
Gross assets$164M
Minimum$50K
Owners45
AdviserHeartwood Partners, LLC
CP Puma, LLC
Delaware, United StatesPrivate equity fund
Gross assets$124M
Minimum$100K
Owners15
AdviserHeartwood Partners, LLC
HWP Green, LLC
Delaware, United StatesPrivate equity fund
Gross assets$105M
Minimum$1.0M
Owners16
AdviserHeartwood Partners, LLC
CP Masterpiece, LLC
Delaware, United StatesPrivate equity fund
Gross assets$96.8M
Minimum$50K
Owners30
AdviserHeartwood Partners, LLC
HWP Boost, LLC
Delaware, United StatesPrivate equity fund
Gross assets$76.1M
Minimum$100K
Owners26
AdviserHeartwood Partners, LLC
HWP Sage, LLC
Delaware, United StatesPrivate equity fund
Gross assets$63.0M
Minimum$100K
Owners17
AdviserHeartwood Partners, LLC
HWP Core, LLC
Delaware, United StatesPrivate equity fund
Gross assets$54.2M
Minimum$1.0M
Owners18
AdviserHeartwood Partners, LLC
HWP Prime, LLC
Delaware, United StatesPrivate equity fund
Gross assets$36.9M
Minimum$100K
Owners13
AdviserHeartwood Partners, LLC
CP Spring, LLC
Delaware, United StatesPrivate equity fund
Gross assets$3.7M
Minimum$100K
Owners33
AdviserHeartwood Partners, LLC
As reported in the adviser's Form ADV filed Mar 27, 2024. Funds also listed from Form D are shown above.
From SEC filings. Firm data comes from the SEC's Form ADV data. AltMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures