Heritage Holding Management, LP
● SEC registered since 2024CRD 331677SEC# 801-130681Boston, MA
Ranks #4,694 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$277.7M
Fund GAV
$277.7M
Private funds
2
Employees
17
Accounts
2
Location
Boston, MA
Heritage Holding Management, LP assets under management
Heritage Holding Management, LP is an investment advisory firm registered with the SEC based in Boston, MA. The firm has been registered since 2024. It reports $277.7 million in regulatory assets under management and employs 17 people. Heritage Holding Management, LP manages 2 private funds with combined gross assets of $277.7 million, including Heritage Holding Fund I, LP. By regulatory assets, it ranks 4,694 of 6,004 private fund managers.
Heritage Holding Management, LP private funds
2 funds · $277.7M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Heritage Holding Fund I, LP | Private Equity | $238.1M | — |
| Heritage Search Partners 2, LP | Private Equity | $39.5M | $50K |
Heritage Holding Management, LP owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Heritage Holding Management GP, LLC Control | General Partner | Under 5% | 2024 |
| Karnig Ross Baron Porter Control | Co-Founder, Limited Partner, Chief Compliance Officer | 50-75% | 2024 |
| Louis-Alexandre Pfyffer Von Altishofen Control | Co-Founder, Limited Partner | 50-75% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Heritage Holding Management, LP manage?
Heritage Holding Management, LP reports $277.7 million in regulatory assets under management on its Form ADV.
How many private funds does Heritage Holding Management, LP manage?
Heritage Holding Management, LP manages 2 private funds with combined gross assets of $277.7 million.
How many employees does Heritage Holding Management, LP have?
Heritage Holding Management, LP reports 17 employees.
Where is Heritage Holding Management, LP located?
Heritage Holding Management, LP is based in Boston, MA and has been SEC-registered since 2024.
Does Heritage Holding Management, LP disclose fund performance?
Heritage Holding Management, LP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 30 Newbury Street, Third Floor, Boston, MA 02116 |
| Phone | 617-938-3664 |
| Office hours | 8:30 a.m. - 6:00 p.m. Et |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$277.7M▲ 25%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
AUM vs fund managersTop 78%
Larger than 22% of 6,004 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 28%
More than 72% of 16,825 advisers
Assets under management
$277.7Mregulatory AUM
Discretionary $277.7M