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

Clients

Accounts

Firm Details

Organization Type: Limited Liability Company
State of Formation: Delaware
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 28, 2025
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
KOWAL, ANASTASIA	I	CHIEF COMPLIANCE OFFICER	NA
KOWAL, ANASTASIA, BURNSWORTH	I	CHIEF COMPLIANCE OFFICER	NA
KOWAL, ANASTASIA, BURNSWORTH	I	CHIEF COMPLIANCE OFFICER	NA
KOWAL, ANASTASIA, BURNSWORTH	I	CHIEF COMPLIANCE OFFICER	NA
KOWAL, ANASTASIA, BURNSWORTH	I	CHIEF COMPLIANCE OFFICER	NA
KOWAL, ANASTASIA, BURNSWORTH	I	CHIEF COMPLIANCE OFFICER	NA
KOWAL, ANASTASIA, BURNSWORTH	I	CHIEF COMPLIANCE OFFICER	NA
KOWAL, ANASTASIA, BURNSWORTH	I	CHIEF COMPLIANCE OFFICER	NA
KOWAL, ANASTASIA, BURNSWORTH	I	CHIEF COMPLIANCE OFFICER	NA
KOWAL, ANASTASIA, BURNSWORTH	I	CHIEF COMPLIANCE OFFICER	NA
KOWAL, ANASTASIA, BURNSWORTH	I	CHIEF COMPLIANCE OFFICER	NA
KOWAL, ANASTASIA, BURNSWORTH	I	CHIEF COMPLIANCE OFFICER	NA
KOWAL, ANASTASIA, BURNSWORTH	I	CHIEF COMPLIANCE OFFICER	NA
KOWAL, ANASTASIA, BURNSWORTH	I	CHIEF COMPLIANCE OFFICER	NA
KOWAL, ANASTASIA, BURNSWORTH	I	CHIEF COMPLIANCE OFFICER	NA
RIFATI, BERAT, NMN	I	CHIEF COMPLIANCE OFFICER	NA	Control
RIFATI, BERAT, NMN	I	CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER	NA	Control
RIFATI, BERAT, NMN	I	CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER	NA	Control
ALLSTEADT, MARK	I	MANAGING MEMBER	D	Control
ALLSTEADT, MARK, DOUGLAS	I	MANAGING MEMBER	D	Control
ALLSTEADT, MARK, DOUGLAS	I	MANAGING MEMBER	D	Control
ALLSTEADT, MARK, DOUGLAS	I	MANAGING MEMBER	D	Control
ALLSTEADT, MARK, DOUGLAS	I	MANAGING MEMBER	D	Control
ALLSTEADT, MARK, DOUGLAS	I	MANAGING MEMBER	D	Control
ALLSTEADT, MARK, DOUGLAS	I	MANAGING MEMBER	D	Control
ALLSTEADT, MARK, DOUGLAS	I	MANAGING MEMBER	D	Control
ALLSTEADT, MARK, DOUGLAS	I	MANAGING MEMBER	D	Control
ALLSTEADT, MARK, DOUGLAS	I	MANAGING MEMBER	D	Control
ALLSTEADT, MARK, DOUGLAS	I	MANAGING MEMBER	D	Control
ALLSTEADT, MARK, DOUGLAS	I	MANAGING MEMBER	D	Control
ALLSTEADT, MARK, DOUGLAS	I	MANAGING MEMBER	D	Control
ALLSTEADT, MARK, DOUGLAS	I	MANAGING MEMBER	D	Control
ALLSTEADT, MARK, DOUGLAS	I	MANAGING MEMBER	D	Control
ALLSTEADT, MARK, DOUGLAS	I	MANAGING MEMBER	D	Control
ALLSTEADT, MARK, DOUGLAS	I	MANAGING MEMBER	D	Control
ALLSTEADT, MARK, DOUGLAS	I	MANAGING MEMBER	D	Control
TUCKER, ROBERT	I	MANAGING MEMBER	D	Control
TUCKER, ROBERT, SCOTT	I	MANAGING MEMBER	D	Control
TUCKER, ROBERT, SCOTT	I	MANAGING MEMBER	D	Control
TUCKER, ROBERT, SCOTT	I	MANAGING MEMBER	D	Control
TUCKER, ROBERT, SCOTT	I	MANAGING MEMBER	D	Control
TUCKER, ROBERT, SCOTT	I	MANAGING MEMBER	D	Control
TUCKER, ROBERT, SCOTT	I	MANAGING MEMBER	D	Control
TUCKER, ROBERT, SCOTT	I	MANAGING MEMBER	D	Control
TUCKER, ROBERT, SCOTT	I	MANAGING MEMBER	D	Control
TUCKER, ROBERT, SCOTT	I	MANAGING MEMBER	D	Control
TUCKER, ROBERT, SCOTT	I	MANAGING MEMBER	D	Control
TUCKER, ROBERT, SCOTT	I	MANAGING MEMBER	D	Control
TUCKER, ROBERT, SCOTT	I	MANAGING MEMBER	D	Control
TUCKER, ROBERT, SCOTT	I	MANAGING MEMBER	D	Control
TUCKER, ROBERT, SCOTT	I	MANAGING MEMBER	D	Control
TUCKER, ROBERT, SCOTT	I	MANAGING MEMBER	D	Control
TUCKER, ROBERT, SCOTT	I	MANAGING MEMBER	D	Control
TUCKER, ROBERT, SCOTT	I	MANAGING MEMBER	D	Control

Registrations

Federal

Mar 28, 2025 REGISTERED

Notice Filings (1)

Address

301 MERRITT 7
THIRD FLOOR
NORWALK, CT 06851
United States

Phone: 203-625-0770