Heritage Holding
Boston, MA · CRD 331677
Private equity manager
Heritage Holding is an SEC-registered investment adviser based in Boston, MA that reports managing 2 private funds on Form ADV, including 2 private equity funds. It reports $277.7 million in regulatory assets under management. Its private funds hold $277.7 million in gross assets.
- Regulatory assets under management
- $277.7 millionForm ADV Item 5.F
- Gross assets of private funds
- $277.7 millionAll private fund types, Form ADV
- Private funds managed
- 2PE 2 · VC 0 · hedge 0
- Employees
- 17Form ADV Item 5.A
- Registration
- SEC-registered adviserCRD 331677
- Latest Form ADV
- 03/31/2026Disciplinary disclosures: none reported
Private equity funds filing Form D (1)
Fund
First sale
Raised
Investors
Minimum
Offering
Heritage Holding Fund II, LP
Boston, MA
First saleOct 2026
Raised$330M
Investors41
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 (1)
Fund
Gross assets
Minimum
Owners
Adviser
Heritage Holding Fund I, LP
Delaware, United StatesPrivate equity fund
Gross assets$225M
MinimumNone set
Owners54
AdviserHeritage Holding
As reported in the adviser's Form ADV filed Nov 22, 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