HERITAGE HOLDING

Overview

Heritage Holding is organized as a limited partnership and operates as a private equity fund adviser. The firm is SEC-registered (2024) and focuses on portfolio management for pooled investment vehicles, serving an institutional client base. It functions in sponsor and general partner roles, and is identified as the managing member of the pooled vehicles it runs. Management fees combine a percentage-of-assets structure with performance-based fees. Heritage Holding does not identify as an active ESG investor and is not reported as a multi-state adviser.

Assets & Accounts

Investments & Alternatives