HERITAGE HOLDING MANAGEMENT, LP
Legal name: HERITAGE HOLDING
CRD #331677 SEC #801-130681 BOSTON, MA 617-938-3664
SEC Registered Private Funds
Total AUM
$222.7M
Discretionary
$222.7M
Employees
13
Clients
--
Accounts
1
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $222.7M | $222.7M | $0 | 13 | 0 |
| Mar 2025 | $222.7M | $222.7M | $0 | 13 | 0 |
| Nov 2024 | $225.3M | $225.3M | $0 | 12 | 0 |
DateJun 2025
Total AUM$222.7M
Discretionary$222.7M
Non-Disc.$0
Employees13
Clients0
DateMar 2025
Total AUM$222.7M
Discretionary$222.7M
Non-Disc.$0
Employees13
Clients0
DateNov 2024
Total AUM$225.3M
Discretionary$225.3M
Non-Disc.$0
Employees12
Clients0