# HEARTWOOD PARTNERS, LLC

HEARTWOOD PARTNERS, LLC of NORWALK, CT is an SEC-registered investment adviser.

## Registration

- CRD: 313052
- Type: SEC-registered investment adviser
- SEC file number: 801-120555
- Location: 301 MERRITT 7, THIRD FLOOR, NORWALK, CT, 06851
- Phone: 203-625-0770
- Latest filing: 2026-03-27
- Regulatory AUM: $1.4B
- Discretionary AUM: $1.4B
- Clients: 27
- Accounts: 18

## Business model

- Compensation: % of AUM, Performance, Other
- Clients served: Investment cos

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| [Mark Douglas Allsteadt](https://search.stillhousedata.com/person/706189) | MANAGING MEMBER; MANAGING MEMBER AND CO-FOUNDER | — |
| [Robert Scott Tucker](https://search.stillhousedata.com/person/706190) | MANAGING MEMBER; MANAGING MEMBER AND CO-FOUNDER | — |
| [Berat Nmn Rifati](https://search.stillhousedata.com/person/706191) | CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | — |
| [TUCKER BRUCE ROBERT](https://search.stillhousedata.com/person/731882) | MANAGING MEMBER | — |
| [ALLSTEADT MARK](https://search.stillhousedata.com/person/820857) | MANAGING MEMBER | — |
| [TUCKER JAY SCOTT](https://search.stillhousedata.com/person/826678) | MANAGING MEMBER | — |
| [KOWAL ANASTASIA](https://search.stillhousedata.com/person/850990) | CHIEF COMPLIANCE OFFICER | — |
| [ALLSTEADT MARK DOUGLAS](https://search.stillhousedata.com/person/864381) | MANAGING MEMBER | — |
| [KOWAL ANASTASIA BURNSWORTH](https://search.stillhousedata.com/person/864382) | CHIEF COMPLIANCE OFFICER | — |
| [RIFATI BERAT NMN](https://search.stillhousedata.com/person/879879) | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | — |


## Private funds (18)

_Showing 15 of 18 funds by gross asset value._

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| HEARTWOOD PARTNERS IV, LP | Private Equity Fund | Delaware | 106 | $534.7M | $100K |
| HEARTWOOD PARTNERS III, L.P. | Private Equity Fund | Delaware | 95 | $339.8M | $100K |
| HEARTWOOD CV MANAGER I, LP | Private Equity Fund | Delaware | 84 | $208.4M | $100K |
| CP PUMA, LLC | Private Equity Fund | Delaware | 15 | $190.1M | $100K |
| HWP CORE, LLC | Private Equity Fund | Delaware | 18 | $148.2M | $1.0M |
| HWP ZEUS, LLC | Private Equity Fund | Delaware | 14 | $144.6M | $100K |
| HWP BOOST, LLC | Private Equity Fund | Delaware | 26 | $122.6M | $100K |
| HWP RIGHT, LLC | Private Equity Fund | Delaware | 23 | $87.3M | $100K |
| HWP SAGE, LLC | Private Equity Fund | Delaware | 23 | $81.5M | $100K |
| HEARTWOOD PARTNERS II, L.P. | Private Equity Fund | Delaware | 128 | $64.3M | $100K |
| HWP PRIME, LLC | Private Equity Fund | Delaware | 13 | $54.0M | $100K |
| CP MASTERPIECE, LLC | Private Equity Fund | Delaware | 30 | $51.0M | $50K |
| HWP EAGLE, LLC | Private Equity Fund | Delaware | 16 | $42.8M | $1.0M |
| CP TWIN, LLC | Private Equity Fund | Delaware | 16 | $14.6M | $100K |
| CP TITAN, LLC | Private Equity Fund | Delaware | 25 | $2.9M | $100K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/313052/brochure
- Similar advisers: https://search.stillhousedata.com/firm/313052/similar
- Related entities: https://search.stillhousedata.com/firm/313052/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/313052

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.