Falists
← Back to search

HEARTWOOD PARTNERS, LLC

CRD 313052 · SEC 801-120555

Visit website

301 MERRITT 7, THIRD FLOOR, NORWALK, CT, 06851, United States

Phone

203-625-0770

Fax

203-625-0423

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.36B

Discretionary AUM

$1.36B

Team

27 total employees; 22 advisory reps

Clients

—

Fees

Percentage of AUM; Performance-based fees; WE RECEIVE A PERCENTAGE OF EBITDA FROM PORTFOLIO COMPANIES

Org form

Limited Liability Company

Filing date

2026-03-27

Disciplinary history

No

Services

Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Pooled investment vehicles18$1.36B

States served

CT

All web addresses on file

Official SEC filing: View on IAPD