HEARTWOOD PARTNERS, LLC

Overview

Heartwood Partners, LLC is a private equity fund manager that runs pooled investment vehicles for institutional clients. The firm is organized as a limited liability company and became SEC-registered in 2021. Its business model centers on acting as sponsor, general partner and managing member of private funds, taking both management and performance-based fee positions typical of private fund structures. Heartwood emphasizes private-market allocations—primarily private equity, private placements and private credit—and indicates active ESG integration across its investment process. The firm’s client base is concentrated and institutional in nature. Advisory activity is focused on portfolio management for pooled vehicles rather than individual retail accounts. Heartwood does not operate as a multi-state adviser or pension consultant; it also reports that it is not primarily a capital allocator in the sense of operating a broad external allocation program. Fee arrangements include a percentage of AUM, performance fees and other fund-level fees consistent with closed-end fund economics.

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Location & Offices