SEC Form ADV

HERITAGE POINT PARTNERS

Registered Investment AdviserERA
$103.0M
Assets Under Management
2
Total Clients
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Registration Details

Accession
crd-322601
Filing Date
March 9, 2026
AUM
$103.0M
Total Clients
2
Amendment
No

Client Types

PE Funds

Investment Strategies

ERA

Private Funds

2 private funds reported on Form ADV Schedule D 7.B.1, $103.0M in combined gross assets.

  • HERITAGE POINT PARTNERS I, LPPrivate Equity FundMaster Fund$101.7M
  • ARNOLD ACQUISITION, LLCPrivate Equity Fund$1.3M

About this Adviser

HERITAGE POINT PARTNERS is a registered investment adviser, managing approximately $103.0M in assets across 2 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.