HERITAGE FAMILY OFFICES, LLP of SCOTTSDALE, AZ is an SEC-registered investment adviser (CRD 323930). Regulatory assets under management: $423.3M.
Compensation: % of AUM, Fixed, Performance.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Ralph Erwin Nelson | GENERAL PARTNER | Phoenix, AZ |
| David Elgin Maxey | GENERAL PARTNER AND CHIEF COMPLIANCE OFFICER | — |
| Michael Brent Frost | GENERAL PARTNER; GENERAL PARTNER AND CHIEF COMPLIANCE OFFICER | — |
| FROST MICHAEL BRENT | GENERAL PARTNER; MANAGING MEMBER | — |
| Nelson Ralph Erwin | GENERAL PARTNER; MANAGING MEMBER | — |
| MAXEY DAVID ELGIN | GENERAL PARTNER AND CHIEF COMPLIANCE OFFICER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| HFO-COSMIC SPV, LLC | Private Equity Fund | Arizona | 52 | $15.0M | $25K |