Managers/Private equity/Connecticut/Heartwood Partners

Heartwood Partners

Heartwood Partners is a private equity manager in Norwalk, CT. It is registered with the SEC as an investment adviser with $1.4B in regulatory assets and 27 staff. It has 3 funds on file, the latest reported in July 2026.

Funds on file
3
Raised, all funds
$432.7M
Regulatory assets
$1.4B
Staff
27
Pension investors
2
See the adviser's own filing →

Latest fund filing

Funds

DateFundTypeRaisedTarget
Jul 2026 Heartwood Partners V-A, LP Private equity $0 Not given
Jul 2026 Heartwood Partners V, LP Private equity $0 Not given
Jun 2023 Heartwood Partners IV, LP Private equity $432.7M $700M

Adviser record

RegistrationRegistered with the SEC as an investment adviser.
Regulatory assets$1.4B
Employees27
Clients18 private funds.
Control personsMark, Douglas Allsteadt, Berat, Nmn Rifati, Robert, Scott Tucker.
Private funds19 private funds holding $2.3B in gross assets.

Private funds it reports

FundTypeGross assets
Heartwood Partners Iii Private equity $550.5M
Heartwood Partners IV Private equity $505.7M
Heartwood Partners II Private equity $239M
CP Zest Private equity $164.2M
CP Puma Private equity $123.6M
HWP Green Private equity $104.6M
CP Masterpiece Private equity $96.8M
CP Husky Private equity $94.2M
CP Titan Private equity $76.8M
HWP Boost Private equity $76.1M
CP Twin Private equity $64.8M
HWP Sage Private equity $63M
HWP Core Private equity $54.2M
HWP Prime Private equity $36.9M
HWP Eagle Private equity $19.6M