| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Hfo-Cosmic SPV, LLC | Private Equity | $15M | $25K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| David Elgin Maxey | General Partner | 10-25% | 2022 |
| Michael Brent Frost Control | General Partner And Chief Compliance Officer | 25-50% | 2022 |
| Ralph Erwin Nelson Control | General Partner | 25-50% | 2022 |
Heritage Family Offices, LLP reports $408.1 million in regulatory assets under management on its Form ADV.
Heritage Family Offices, LLP manages 1 private funds with combined gross assets of $15 million.
Heritage Family Offices, LLP reports 15 employees.
Heritage Family Offices, LLP is based in Scottsdale, AZ and has been SEC-registered since 2022.
Heritage Family Offices, LLP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 9841 E Bell Rd, Suite 110, Scottsdale, AZ 85260 |
| Phone | (602) 775-5400 |
| Fax | (602) 775-5451 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $408.1M |
| Non-discretionary | $0 |
| Total (RAUM) | $408.1M |