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| Keyboard |
| Heritage Holding Management LP
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|---|---|
| CRD # | 331677 |
| SEC # | 801-130681 |
| CIK # | |
| AUM | 277.7 M (2026-03-31) |
| Employees | 17 (100% Investors, 0% Brokers) |
| Phone | 617-938-3664 |
| Address | 30 Newbury Street Boston, MA 02116 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Heritage Search Partners 2 LP | [2026-03-31] | 35.0 M | 39.5 M |
| Offered $35,000,000 · Filed 2025-09-03 (D) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Revenue Not Applicable | ||||
| PE | Heritage Holding Fund I LP | [2024-11-22] | 220.0 M | 238.1 M |
| Offered $220,000,000 · Filed 2024-08-23 (D) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Revenue Not Applicable | ||||
| AUM Breakdown | Accounts | AUM ($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 | 2 | 277.7 |
| (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 | 2 | 277.7 |
| By Discretionary | ||
| Discretionary | 2 | 277.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2 | 277.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 277.7 | |
| Total | 2 | 277.7 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Karnig Porter | Executive Officer | 5 | 2 | |
| Louis-Alexandre Pfyffer von Altishofen | Executive Officer | 5 | 2 | |
| Heritage Holding Fund I GP LP | Executive Officer | 1 | 1 | |
| Heritage Search Partners 2 GP LLC | Director | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Fund Types | Private Equity |
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