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| Heartwood Partners LLC
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|---|---|
| CRD # | 313052 |
| SEC # | 801-120555 |
| CIK # | |
| AUM | 1,358.2 M (2026-03-27) |
| Employees | 27 (81% Investors, 0% Brokers) |
| Phone | 203-625-0770 |
| Address | 301 Merritt 7 Norwalk, CT 06851 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Heartwood CV Manager I LP | 2026-03-27 | 208.4 M | |
| PE | HWP Right LLC | 2025-03-28 | 87.3 M | |
| PE | HWP Zeus LLC | 2025-03-28 | 144.6 M | |
| PE | HWP Prime LLC | 2024-03-27 | 54.0 M | |
| PE | HWP Boost LLC | 2023-03-31 | 122.6 M | |
| PE | HWP Sage LLC | 2023-03-31 | 81.5 M | |
| PE | HWP Core LLC | 2022-03-31 | 148.2 M | |
| PE | HWP Green LLC | 2022-03-31 | 117.1 M | |
| PE | CP PUMA LLC | 2021-03-29 | 190.1 M | |
| PE | HWP Eagle LLC | 2021-03-29 | 42.8 M | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 18 | 1,358.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 18 | 1,358.2 |
| By Discretionary | ||
| Discretionary | 18 | 1,358.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 18 | 1,358.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 52.1 | |
| United States Persons | 1,306.1 | |
| Total | 18 | 1,358.2 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Robert Tucker | Director, Executive Officer | 29 | 4 | |
| Brian Fitzgerald | Director, Executive Officer | 21 | 4 | |
| Mark Allsteadt | Director, Executive Officer | 18 | 3 | |
| Capital Partners Private Equity Income Fund II LLC | Director, Executive Officer | 9 | 3 | |
| Capital Partners Private Equity Income Fund III LLC | Executive Officer | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Fund Types | Private Equity |
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