Key facts
- HEARTWOOD PARTNERS, LLC is a private equity firm based in NORWALK, CT.
- HEARTWOOD PARTNERS, LLC reports $52.1M in regulatory assets under management across 18 private funds, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 313052- Regulatory AUM
- $52.1M
- Private fund assets
- $2.1B
- Private funds
- 18 · 18 private equity
- Staff
- 27
- Registered office
- NORWALK, CT
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
Free account
See more of the book
- ·Watchlist + alerts for HEARTWOOD PARTNERS, LLC's activity
Create free account
No card required
Portfolio
Portfolio — not yet on record
No portfolio companies for HEARTWOOD PARTNERS, LLC are on record yet. Positions surface from round participations, filings, and coverage.
Pro members can request priority coverage with a 48-hour turnaround.
Frequently asked
- What is HEARTWOOD PARTNERS, LLC's AUM?
- HEARTWOOD PARTNERS, LLC manages approximately $52.1M in assets.