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| Heritage Family Offices LLP
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|---|---|
| CRD # | 323930 |
| SEC # | 801-126899 |
| CIK # | 0002019316 |
| AUM | 423.3 M (2026-03-10) |
| Employees | 13 (23% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 602-775-5400 |
| Address | 9841 E Bell Rd Scottsdale, AZ 85260 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 10.7 | ||
| Apple Inc | 5.6 | ||
| Nvidia Corp | 4.4 | ||
| Microsoft Corp | 4.1 | ||
| Grayscale Bitcoin MINI Trust BTC | 3.9 | ||
| XPEL Inc | 3.6 | ||
| Broadcom Inc | 2.9 | ||
| World Currency Gold Trust | 2.6 | ||
| Wells Fargo & Co/MN | 2.2 | ||
| Amazon Com Inc | 2.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Hfo-Cosmic SPV LLC | 2024-03-25 | 15.0 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 170 | 367.1 |
| (b) Individuals (high net worth individuals) | 80 | 56.2 |
| (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 | 0 | 0.0 |
| (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 | 1,057 | 423.3 |
| By Discretionary | ||
| Discretionary | 1,057 | 423.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,057 | 423.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 423.3 | |
| Total | 1,057 | 423.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002019316] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 250 |
| Serves | Institutional, Retail |
| Fund Types | Private Equity |
| LEI | 83-1661030 |
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