SEC Form ADV

HERITAGE HOLDING

Registered Investment AdviserMA

$277.7M

Assets Under Management

Employees

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Registration Details

Accession: crd-331677
Location: BOSTON, MA
Filing Date: March 31, 2026
AUM: $277.7M
Institutional Clients: 2
Employees: 17
Amendment: No
SEC EDGAR: View original filing →

Client Types

Pooled Investment Vehicles

Private Funds

2 private funds reported on Form ADV Schedule D 7.B.1, $277.7M in combined gross assets.

HERITAGE HOLDING FUND I, LPPrivate Equity Fund$238.1M
HERITAGE SEARCH PARTNERS 2, LPPrivate Equity Fund$39.5M

About this Adviser

HERITAGE HOLDING is a registered investment adviser headquartered in BOSTON, MA, managing approximately $277.7M in assets. This data is sourced from the SEC's EDGAR database via Form ADV.

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