Heritage Point Partners
Location not listed · CRD 322601
Other private funds managerExempt reporting
Heritage Point Partners is an exempt reporting adviser that reports managing 2 private funds on Form ADV, including 2 private equity funds. Its private funds hold $103.0 million in gross assets.
- Regulatory assets under management
- —Form ADV Item 5.F
- Gross assets of private funds
- $103.0 millionAll private fund types, Form ADV
- Private funds managed
- 2PE 2 · VC 0 · hedge 0
- Employees
- —Form ADV Item 5.A
- Registration
- Exempt reporting adviserCRD 322601
- Latest Form ADV
- 03/09/2026Disciplinary disclosures: none reported
Private investment funds filing Form D (1)
Fund
First sale
Raised
Investors
Minimum
Offering
Heritage Point Partners II, LP
Los Angeles, CA
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 (1)
Fund
Gross assets
Minimum
Owners
Adviser
Heritage Point Partners I, LP
Delaware, United StatesPrivate equity fund
Gross assets$71.0M
Minimum$200K
Owners61
AdviserHeritage Point Partners
As reported in the adviser's Form ADV filed Mar 26, 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