HEARTWOOD PARTNERS, LLC
CRD #313052 SEC #801-120555 NORWALK, CT 203-625-0770
SEC Registered Private Funds
Total AUM
$1.3B
Discretionary
$1.3B
Employees
24
Clients
--
Accounts
19
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.3B | $1.3B | $0 | 24 | 0 |
| Mar 2024 | $1.4B | $1.4B | $0 | 24 | 0 |
| Oct 2023 | $462.3M | $462.3M | $0 | 25 | 0 |
| Oct 2023 | $462.3M | $462.3M | $0 | 25 | 0 |
| Apr 2023 | $462.3M | $462.3M | $0 | 25 | 0 |
| Mar 2023 | $462.3M | $462.3M | $0 | 25 | 0 |
| Jul 2022 | $392.8M | $392.8M | $0 | 21 | 1 |
| Mar 2022 | $392.8M | $392.8M | $0 | 21 | 1 |
| Jul 2021 | $301M | $301M | $0 | 23 | 1 |
| Jul 2021 | $301M | $301M | $0 | 23 | 1 |
| Jun 2021 | $0 | $0 | $0 | 23 | 0 |
| Jun 2021 | $0 | $0 | $0 | 23 | 0 |
| Mar 2021 | $0 | $0 | $0 | 17 | 0 |
| Mar 2021 | $0 | $0 | $0 | 17 | 0 |
| Feb 2021 | $0 | $0 | $0 | 17 | 0 |
| Feb 2021 | $0 | $0 | $0 | 17 | 0 |
DateMar 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees24
Clients0
DateMar 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees24
Clients0
DateOct 2023
Total AUM$462.3M
Discretionary$462.3M
Non-Disc.$0
Employees25
Clients0
DateOct 2023
Total AUM$462.3M
Discretionary$462.3M
Non-Disc.$0
Employees25
Clients0
DateApr 2023
Total AUM$462.3M
Discretionary$462.3M
Non-Disc.$0
Employees25
Clients0
DateMar 2023
Total AUM$462.3M
Discretionary$462.3M
Non-Disc.$0
Employees25
Clients0
DateJul 2022
Total AUM$392.8M
Discretionary$392.8M
Non-Disc.$0
Employees21
Clients1
DateMar 2022
Total AUM$392.8M
Discretionary$392.8M
Non-Disc.$0
Employees21
Clients1
DateJul 2021
Total AUM$301M
Discretionary$301M
Non-Disc.$0
Employees23
Clients1
DateJul 2021
Total AUM$301M
Discretionary$301M
Non-Disc.$0
Employees23
Clients1
DateJun 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees23
Clients0
DateJun 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees23
Clients0
DateMar 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees17
Clients0
DateMar 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees17
Clients0
DateFeb 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees17
Clients0
DateFeb 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees17
Clients0