| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Heritage Holding Fund I, LP | Private Equity | $222.7M | — |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Heritage Holding Management GP, LLC Control | General Partner | Under 5% | 2024 |
| Karnig Ross Baron Porter Control | Co-Founder, Limited Partner, Chief Compliance Officer | 50-75% | 2024 |
| Louis-Alexandre Pfyffer Von Altishofen Control | Co-Founder, Limited Partner | 50-75% | 2024 |
Heritage Holding Management, LP reports $222.7 million in regulatory assets under management on its Form ADV.
Heritage Holding Management, LP manages 1 private funds with combined gross assets of $222.7 million.
Heritage Holding Management, LP reports 13 employees.
Heritage Holding Management, LP is based in Boston, MA and has been SEC-registered since 2024.
Heritage Holding Management, LP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 30 Newbury Street, Third Floor, Boston, MA 02116 |
| Phone | 617-938-3664 |
| Office hours | 8:30 a.m. - 6:00 p.m. Et |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
| Discretionary | $222.7M |
| Non-discretionary | $0 |
| Total (RAUM) | $222.7M |