Heritage Family Offices, LLP
● SEC registered since 2022CRD 323930SEC# 801-126899Scottsdale, AZ
Ranks #4,136 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$423.3M
Fund GAV
$15M
Private funds
1
Employees
13
Accounts
1,057
Location
Scottsdale, AZ
Heritage Family Offices, LLP assets under management
Heritage Family Offices, LLP operates as an SEC-registered investment adviser based in Scottsdale, AZ. The firm has been registered since 2022. It reports $423.3 million in regulatory assets under management and employs 13 people. Heritage Family Offices, LLP manages 1 private fund with combined gross assets of $15 million, including Hfo-Cosmic SPV, LLC. By regulatory assets, it ranks 4,136 of 6,004 private fund managers.
Heritage Family Offices, LLP private funds
1 funds · $15M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Hfo-Cosmic SPV, LLC | Private Equity | $15M | $25K |
Heritage Family Offices, LLP owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Brent Frost Control | General Partner And Chief Compliance Officer | 50-75% | 2022 |
| Ralph Erwin Nelson Control | General Partner | 50-75% | 2022 |
Frequently asked questions
How much does Heritage Family Offices, LLP manage?
Heritage Family Offices, LLP reports $423.3 million in regulatory assets under management on its Form ADV.
How many private funds does Heritage Family Offices, LLP manage?
Heritage Family Offices, LLP manages 1 private funds with combined gross assets of $15 million.
How many employees does Heritage Family Offices, LLP have?
Heritage Family Offices, LLP reports 13 employees.
Where is Heritage Family Offices, LLP located?
Heritage Family Offices, LLP is based in Scottsdale, AZ and has been SEC-registered since 2022.
Does Heritage Family Offices, LLP disclose fund performance?
Heritage Family Offices, LLP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9841 E Bell Rd, Suite 110, Scottsdale, AZ 85260 |
| Phone | (602) 775-5400 |
| Fax | (602) 775-5451 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$423.3M▲ 4%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 52%
Larger than 48% of 16,271 advisers
AUM vs fund managersTop 69%
Larger than 31% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$423.3Mregulatory AUM
Discretionary $423.3M
Service providers
Auditor
Administrator