HERITAGE FAMILY OFFICES, LLP
CRD #323930 SEC #801-126899 SCOTTSDALE, AZ (602) 775-5400
SEC Registered Private Funds
Total AUM
$408.1M
Discretionary
$408.1M
Employees
15
Clients
51
Accounts
831
| Fund Name | Type | GAV | Investors | Auditor |
|---|---|---|---|---|
| HFO-COSMIC SPV, LLC | Private Equity Fund | $15M | 52 | EIDE BAILLY |
| HFO-COSMIC SPV, LLC | Private Equity Fund | $15M | 52 | EIDE BAILLY |