Key facts
- HEARTWOOD FUNDS is a other based in NEW YORK, NY.
- HEARTWOOD FUNDS reports $317.6M in regulatory assets under management across 2 private funds, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 136940- Regulatory AUM
- $317.6M
- Private fund assets
- $88.9M
- Private funds
- 2 · 2 other
- Staff
- 2
- Registered office
- NEW YORK, NY
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as HEARTWOOD FUNDS, LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for HEARTWOOD FUNDS are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is HEARTWOOD FUNDS's AUM?
- HEARTWOOD FUNDS manages approximately $317.6M in assets.