Allocator Index · CRD 323930
HERITAGE FAMILY OFFICES, LLP
Scottsdale, AZ · (602) 775-5400 · twitter.com/heritagefollp
Fit score
68
- aum $250M-$3.0B+22
- any_private_fund+22
- hnw>=75+16
- employees 3-60+8
HNW clients
80
Other individuals
170
HNW assets
$56.2M
Total AUM
$423.3M
Employees
13
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
| Fund | Type | Gross asset value |
|---|---|---|
| HFO-COSMIC SPV, LLC | Private Equity Fund | $15.0M |