RIA Intelligence

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

Fund Name	Type	GAV	Investors	Auditor
HEARTWOOD PARTNERS III, L.P.	Private Equity Fund	$523.7M	97	DELOITTE & TOUCHE LLP
HEARTWOOD PARTNERS IV, LP	Private Equity Fund	$480.2M	107	DELOITTE & TOUCHE LLP
HEARTWOOD PARTNERS II, L.P.	Private Equity Fund	$158.6M	128	DELOITTE & TOUCHE LLP
CP PUMA, LLC	Private Equity Fund	$127.3M	15	DELOITTE & TOUCHE LLP
HWP GREEN, LLC	Private Equity Fund	$117.1M	16	DELOITTE & TOUCHE LLP
HWP BOOST, LLC	Private Equity Fund	$103.4M	26	DELOITTE & TOUCHE LLP
CP ZEST, LLC	Private Equity Fund	$102.4M	45	DELOITTE & TOUCHE LLP
CP TITAN, LLC	Private Equity Fund	$101.8M	25	DELOITTE & TOUCHE LLP
HWP RIGHT, LLC	Private Equity Fund	$82.6M	23	DELOITTE & TOUCHE LLP
HWP CORE, LLC	Private Equity Fund	$82.1M	18	DELOITTE & TOUCHE LLP
HWP SAGE, LLC	Private Equity Fund	$79.6M	23	DELOITTE & TOUCHE LLP
CP MASTERPIECE, LLC	Private Equity Fund	$63.4M	30	DELOITTE & TOUCHE LLP
HWP PRIME, LLC	Private Equity Fund	$45.3M	13	DELOITTE & TOUCHE LLP
HWP EAGLE, LLC	Private Equity Fund	$37.6M	16	DELOITTE & TOUCHE LLP
HWP ZEUS, LLC	Private Equity Fund	$36.6M	14	DELOITTE & TOUCHE LLP
CP TWIN, LLC	Private Equity Fund	$26M	16	DELOITTE & TOUCHE LLP
CP HUSKY, LLC	Private Equity Fund	$1.4M	31	DELOITTE & TOUCHE LLP
CP SPRING, LLC	Private Equity Fund	$600K	33	DELOITTE & TOUCHE LLP
CP THOR, LLC	Private Equity Fund	$0	16	DELOITTE & TOUCHE LLP

Fund NameHEARTWOOD PARTNERS III, L.P.

TypePrivate Equity Fund

GAV$523.7M

Investors97

AuditorDELOITTE & TOUCHE LLP

Fund NameHEARTWOOD PARTNERS IV, LP

TypePrivate Equity Fund

GAV$480.2M

Investors107

AuditorDELOITTE & TOUCHE LLP

Fund NameHEARTWOOD PARTNERS II, L.P.

TypePrivate Equity Fund

GAV$158.6M

Investors128

AuditorDELOITTE & TOUCHE LLP

Fund NameCP PUMA, LLC

TypePrivate Equity Fund

GAV$127.3M

Investors15

AuditorDELOITTE & TOUCHE LLP

Fund NameHWP GREEN, LLC

TypePrivate Equity Fund

GAV$117.1M

Investors16

AuditorDELOITTE & TOUCHE LLP

Fund NameHWP BOOST, LLC

TypePrivate Equity Fund

GAV$103.4M

Investors26

AuditorDELOITTE & TOUCHE LLP

Fund NameCP ZEST, LLC

TypePrivate Equity Fund

GAV$102.4M

Investors45

AuditorDELOITTE & TOUCHE LLP

Fund NameCP TITAN, LLC

TypePrivate Equity Fund

GAV$101.8M

Investors25

AuditorDELOITTE & TOUCHE LLP

Fund NameHWP RIGHT, LLC

TypePrivate Equity Fund

GAV$82.6M

Investors23

AuditorDELOITTE & TOUCHE LLP

Fund NameHWP CORE, LLC

TypePrivate Equity Fund

GAV$82.1M

Investors18

AuditorDELOITTE & TOUCHE LLP

Fund NameHWP SAGE, LLC

TypePrivate Equity Fund

GAV$79.6M

Investors23

AuditorDELOITTE & TOUCHE LLP

Fund NameCP MASTERPIECE, LLC

TypePrivate Equity Fund

GAV$63.4M

Investors30

AuditorDELOITTE & TOUCHE LLP

Fund NameHWP PRIME, LLC

TypePrivate Equity Fund

GAV$45.3M

Investors13

AuditorDELOITTE & TOUCHE LLP

Fund NameHWP EAGLE, LLC

TypePrivate Equity Fund

GAV$37.6M

Investors16

AuditorDELOITTE & TOUCHE LLP

Fund NameHWP ZEUS, LLC

TypePrivate Equity Fund

GAV$36.6M

Investors14

AuditorDELOITTE & TOUCHE LLP

Fund NameCP TWIN, LLC

TypePrivate Equity Fund

GAV$26M

Investors16

AuditorDELOITTE & TOUCHE LLP

Fund NameCP HUSKY, LLC

TypePrivate Equity Fund

GAV$1.4M

Investors31

AuditorDELOITTE & TOUCHE LLP

Fund NameCP SPRING, LLC

TypePrivate Equity Fund

GAV$600K

Investors33

AuditorDELOITTE & TOUCHE LLP

Fund NameCP THOR, LLC

TypePrivate Equity Fund

GAV$0

Investors16

AuditorDELOITTE & TOUCHE LLP