HERITAGE HOLDING

Boston, United States · CRD 331677

SEC-registered investment adviser since 2024 · limited partnership. It files no 13F, so there are no holdings to show.

Assets managed$277.7m
Main clients (by assets)Private funds 100%
Private funds2 · $277.7m gross assets
Form ADV · 2026-03-31SEC adviser record

Kindprivate equity
Others nearbyBoston, MA, New York, NY

As an employer

Staff (Form ADV)17 · 17 in investment roles
Offices in1 country
Private fundsprivate equity 2

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Boston, MA (main office)United States	United States	about 15
New York, NYUnited States	United States	2

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.