Heritage Family Offices
Heritage Family Offices is a private equity manager in Scottsdale, AZ. It is registered with the SEC as an investment adviser with $423.3M in regulatory assets and 13 staff.
Funds on file
0
Raised, all funds
None yet
Regulatory assets
$423.3M
Staff
13
Pension investors
None found
Adviser record
RegistrationRegistered with the SEC as an investment adviser.
Regulatory assets$423.3M
Employees13
Clients170 individuals and 80 wealthy individuals.
Control personsMichael, Brent Frost, David, Elgin Maxey, Ralph, Erwin Nelson.
Private funds1 private funds holding $13M in gross assets.
Private funds it reports
FundTypeGross assets
Hfo-cosmic SPV
Private equity
$13M