Heartwood Partners, LLC
● SEC registered since 2021CRD 313052SEC# 801-120555Norwalk, CT
Ranks #2,637 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$1.36B
Fund GAV
$2.09B
Private funds
18
Employees
27
Accounts
18
Location
Norwalk, CT
Heartwood Partners, LLC assets under management
Heartwood Partners, LLC is an SEC-registered investment adviser based in Norwalk, CT. The firm has been registered since 2021. It reports $1.4 billion in regulatory assets under management and employs 27 people. Heartwood Partners, LLC manages 18 private funds with combined gross assets of $2.1 billion, including Heartwood Partners IV, LP. By regulatory assets, it ranks 2,637 of 6,004 private fund managers.
Heartwood Partners, LLC private funds
18 funds · $2.09B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Heartwood Partners IV, LP | Private Equity | $534.7M | $100K |
| Heartwood Partners III, L.P. | Private Equity | $339.8M | $100K |
| Heartwood CV Manager I, LP | Private Equity | $208.4M | $100K |
See all 18 funds — unlock the full record.
Join to unlock · $37/moHeartwood Partners, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Berat Nmn Rifati Control | Chief Compliance Officer/Chief Financial Officer | Under 5% | 2023 |
| Mark Douglas Allsteadt Control | Managing Member And Co-Founder | 50-75% | 2020 |
| Robert Scott Tucker Control | Managing Member And Co-Founder | 50-75% | 2020 |
Frequently asked questions
How much does Heartwood Partners, LLC manage?
Heartwood Partners, LLC reports $1.4 billion in regulatory assets under management on its Form ADV.
How many private funds does Heartwood Partners, LLC manage?
Heartwood Partners, LLC manages 18 private funds with combined gross assets of $2.1 billion.
How many employees does Heartwood Partners, LLC have?
Heartwood Partners, LLC reports 27 employees.
Where is Heartwood Partners, LLC located?
Heartwood Partners, LLC is based in Norwalk, CT and has been SEC-registered since 2021.
Does Heartwood Partners, LLC disclose fund performance?
Heartwood Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 301 Merritt 7, Third Floor, Norwalk, CT 06851 |
| Phone | 203-625-0770 |
| Fax | 203-625-0423 |
| Office hours | 8:30 - 5:30 |
| SEC region | Boston Regional Office (BRO) |
| Umbrella registration | Yes |
| Discloses disciplinary history | No |
Regulatory AUM
$1.36B▲ 7%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 28%
Larger than 72% of 16,271 advisers
AUM vs fund managersTop 44%
Larger than 56% of 6,004 private-fund managers
Number of fundsTop 14%
More funds than 86% of fund managers
EmployeesTop 19%
More than 81% of 16,825 advisers
Assets under management
$1.36Bregulatory AUM
Discretionary $1.36B
Service providers
Auditor
Custodian