HEARTWOOD PARTNERS, LLC of NORWALK, CT is an SEC-registered investment adviser (CRD 313052). Regulatory assets under management: $1.4B.
Compensation: % of AUM, Performance, Other.
Clients served: Investment cos.
| Name | Role | Location |
|---|---|---|
| Mark Douglas Allsteadt | MANAGING MEMBER; MANAGING MEMBER AND CO-FOUNDER | — |
| Robert Scott Tucker | MANAGING MEMBER; MANAGING MEMBER AND CO-FOUNDER | — |
| Berat Nmn Rifati | CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | — |
| TUCKER BRUCE ROBERT | MANAGING MEMBER | — |
| ALLSTEADT MARK | MANAGING MEMBER | — |
| TUCKER JAY SCOTT | MANAGING MEMBER | — |
| KOWAL ANASTASIA | CHIEF COMPLIANCE OFFICER | — |
| ALLSTEADT MARK DOUGLAS | MANAGING MEMBER | — |
| KOWAL ANASTASIA BURNSWORTH | CHIEF COMPLIANCE OFFICER | — |
| RIFATI BERAT NMN | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | — |
Showing 15 of 18 funds by gross asset value.
| Fund | Type | Formed | Owners | Gross asset value | 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 |