Heartwood Partners IV, LP
Private Equity FundFund ID 805-9782592709Delaware, United States
Gross assets
$534.7M
Min. investment
$100K
Beneficial owners
106
Size rank
Top 14%
Audited
Yes
Structure
Standalone
About this fund
Heartwood Partners IV, LP is a private equity fund managed by Heartwood Partners, LLC. The fund reports $534.7 million in gross assets, placing it among the top 14% of private funds by size. The stated minimum investment is $100,000. Its financial statements are audited annually. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.
Fund details
| Fund ID | 805-9782592709 |
| Fund type | Private Equity Fund |
| 3(c)(1) exclusion | No |
| 3(c)(7) exclusion | Yes |
| Master fund | No |
| Feeder fund | No |
| Fund of funds | No |
| Relies on exemption from registration | No |
| Annual audit | Yes |
| Prepared per GAAP | Yes |
| Sub-advised | No |
| % of assets independently valued | 0% |
Other funds from this manager
| Fund | Type | Gross assets |
|---|---|---|
| Heartwood Partners III, L.P. | Private Equity | $339.8M |
| Heartwood CV Manager I, LP | Private Equity | $208.4M |
| Cp Puma, LLC | Private Equity | $190.1M |
See all 17 funds from this manager — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How large is Heartwood Partners IV, LP?
Heartwood Partners IV, LP reports $534.7 million in gross assets, among the top 14% of private funds by size.
What is the minimum investment for Heartwood Partners IV, LP?
The stated minimum investment is $100,000.
Who manages Heartwood Partners IV, LP?
Heartwood Partners IV, LP is managed by Heartwood Partners, LLC.
Does Heartwood Partners IV, LP disclose returns?
No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.
Manager
H
Norwalk, CT
Service providers
Reported gross assets
$534.7M▲ 11%
Mar '25Form ADV, monthlyJun '26
How this fund compares
Gross assetsTop 14%
Larger than 86% of 67,041 private funds
Gross assets vs Private Equity FundsTop 13%
Larger than 87% of 31,066 private equity funds
Minimum investmentTop 71%
Higher than 29% of funds reporting a minimum
Investor base
Adviser & related persons6%
Funds of funds%
Non-U.S. persons%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.