Heritage Partners US Corp
CRD 344442SEC# 801-137593Weston, FL
No longer SEC-registered. Heritage Partners US Corp appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
—
Employees
6
Accounts
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Location
Weston, FL
Heritage Partners US Corp assets under management
Heritage Partners US Corp operates as an SEC-registered investment adviser based in Weston, FL. It employs 6 people.
Heritage Partners US Corp owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Beatrice Bianca Francesca Limoli Control | Executive Director | Under 5% | 2026 |
| Carlos Javier Gonzalez Control | Chief Compliance Officer | Under 5% | 2026 |
| Heritage Soparfi S.a R.l. Control | Shareholder | Over 75% | 2026 |
| Ferx Scsp Control | Limited Partner | 50-75% | 2023 |
| Hcapital Holdings SARL Control | Shareholder | Over 75% | 2025 |
| Icon X Holdings Scsp Control | Shareholder | Over 75% | 2025 |
Frequently asked questions
How many employees does Heritage Partners US Corp have?
Heritage Partners US Corp reports 6 employees.
Where is Heritage Partners US Corp located?
Heritage Partners US Corp is based in Weston, FL.
Does Heritage Partners US Corp disclose fund performance?
Heritage Partners US Corp is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2500 Weston Road, Suite 300, Weston, FL 33331 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 56%
More than 44% of 16,799 advisers