HEARTLAND GROUP HOLDINGS LLC
Firm details
- Headquarters
- COLUMBUS, Ohio
- CRD number
- 335476
- Registered since
- April 24, 2026
Firm profile
FINTRXOverview
Heartland Group Holdings LLC is organized as a limited liability company and is listed as an SEC-registered adviser with a reported registration year of 2026. The firm is owned by an individual and is classified in the source data as unclassified. The profile data flags Heartland Group Holdings as not being a capital allocator, not an active ESG investor, not a multi-state adviser, and not a pension consultant. The limited public profile and the fund-focused items in the database suggest the firm operates primarily through private fund vehicles rather than running a traditional advisory practice for retail or institutional advisory accounts.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Max Brickman
Founder & Managing PartnerCRD 8258503
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
COLUMBUS, OH
FRANKLIN
Location
COLUMBUS, OH
Headquartered in COLUMBUS, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- FRANKLIN
- Address
- 4131 Worth Ave
- Time zone
- ET (UTC-5)
- Office locations
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