Key facts
- HERITAGE HOLDING is a private equity firm based in BOSTON, MA with 5 tracked portfolio companies.
- Notable positions include Consultant Engineering Service, Earles Engineering & Inspection, Airco Service Company, Roberts Ditching, Arrowhead Line.
Registered with the SEC
Form ADV · 2026-03 · CRD 331677- Regulatory AUM
- —
- Private fund assets
- $277.7M
- Private funds
- 2 · 2 private equity
- Staff
- 17
- Registered office
- BOSTON, MA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as HERITAGE HOLDING MANAGEMENT, LP).
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Portfolio, priced
5 companies · by our current valuations| Company | Industry | Valuation | First invested | Role |
|---|---|---|---|---|
| Consultant Engineering Service | — | — | — | |
| Earles Engineering & Inspection | — | — | — | |
| Airco Service Company | — | — | — | |
| Roberts Ditching | — | — | — | |
| Arrowhead Line | — | — | — |
Frequently asked
- What companies does HERITAGE HOLDING invest in?
- HERITAGE HOLDING has 5 recorded portfolio companies, including Consultant Engineering Service, Earles Engineering & Inspection, Airco Service Company, Roberts Ditching.