| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Heartwood Partners III, L.P. | Private Equity | $523.7M | $100K |
| Heartwood Partners IV, LP | Private Equity | $480.2M | $100K |
| Heartwood Partners II, L.P. | Private Equity | $158.6M | $100K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Berat Nmn Rifati Control | Chief Compliance Officer/Chief Financial Officer | Under 5% | 2023 |
| Mark Douglas Allsteadt Control | Managing Member | 50-75% | 2020 |
| Robert Scott Tucker Control | Managing Member | 50-75% | 2020 |
Heartwood Partners, LLC reports $1.3 billion in regulatory assets under management on its Form ADV.
Heartwood Partners, LLC manages 19 private funds with combined gross assets of $2.2 billion.
Heartwood Partners, LLC reports 24 employees.
Heartwood Partners, LLC is based in Norwalk, CT and has been SEC-registered since 2021.
Heartwood Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 301 Merritt 7, Third Floor, Norwalk, CT 06851 |
| Phone | 203-625-0770 |
| Fax | 203-625-0423 |
| Office hours | 8:30 - 5:30 |
| SEC region | Boston Regional Office (BRO) |
| Umbrella registration | Yes |
| Discloses disciplinary history | No |
| Discretionary | $1.27B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.27B |