Managers/Private equity/Massachusetts/Heritage Holding

Heritage Holding

Heritage Holding is a private equity manager in Boston, MA. It is registered with the SEC as an investment adviser with $277.7M in regulatory assets and 17 staff. It has 4 funds on file, the latest reported in October 2026.

Funds on file
4
Raised, all funds
$609.8M
Regulatory assets
$277.7M
Staff
17
Pension investors
None found
See the adviser's own filing →

Latest fund filing

Funds

DateFundTypeRaisedTarget
Oct 2026 Heritage Holding Fund II, LP Private equity $330M $330M
Sep 2025 Heritage Search Partners 2, LP Private equity $35M $35M
Aug 2024 Heritage Holding Fund I, LP Private equity $220M $220M
Mar 2023 Heritage Technology Services, LLC Private equity $24.8M $24.8M

Adviser record

RegistrationRegistered with the SEC as an investment adviser.
Regulatory assets$277.7M
Employees17
Clients2 private funds.
Control personsKarnig, Ross Baron Porter, Louis-alexandre, Pfyffer Von Altishofen.
Private funds1 private funds holding $225.3M in gross assets.

Private funds it reports

FundTypeGross assets
Heritage Holding Fund I Private equity $225.3M