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
Firm Details
- Organization Type
- Limited Partnership
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 24, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HERITAGE HOLDING MANAGEMENT GP, LLC | DE | GENERAL PARTNER | NA | Control |
| HERITAGE HOLDING MANAGEMENT GP, LLC | DE | GENERAL PARTNER | NA | Control |
| HERITAGE HOLDING MANAGEMENT GP, LLC | DE | GENERAL PARTNER | NA | Control |
| HERITAGE HOLDING MANAGEMENT GP, LLC | DE | GENERAL PARTNER | NA | Control |
| PORTER, KARNIG, ROSS BARON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PORTER, KARNIG, ROSS BARON | I | CO-FOUNDER | D | Control |
| PORTER, KARNIG, ROSS BARON | I | CO-FOUNDER, LIMITED PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| PORTER, KARNIG, ROSS BARON | I | CO-FOUNDER, LIMITED PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| PORTER, KARNIG, ROSS BARON | I | CO-FOUNDER, LIMITED PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| PORTER, KARNIG, ROSS BARON | I | CO-FOUNDER, LIMITED PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| VON ALTISHOFEN, LOUIS-ALEXANDRE, PFYFFER | I | CO-FOUNDER | D | Control |
| VON ALTISHOFEN, LOUIS-ALEXANDRE, PFYFFER | I | CO-FOUNDER, LIMITED PARTNER | D | Control |
| VON ALTISHOFEN, LOUIS-ALEXANDRE, PFYFFER | I | CO-FOUNDER, LIMITED PARTNER | D | Control |
| VON ALTISHOFEN, LOUIS-ALEXANDRE, PFYFFER | I | CO-FOUNDER, LIMITED PARTNER | D | Control |
| VON ALTISHOFEN, LOUIS-ALEXANDRE, PFYFFER | I | CO-FOUNDER, LIMITED PARTNER | D | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| PORTER, KARNIG, ROSS BARON | I | HERITAGE HOLDING MANAGEMENT GP, LLC | D | Control |
| PORTER, KARNIG, ROSS BARON | I | HERITAGE HOLDING MANAGEMENT GP, LLC | D | Control |
| VON ALTISHOFEN, LOUIS-ALEXANDRE, PFYFFER | I | HERITAGE HOLDING MANAGEMENT GP, LLC | D | Control |
| VON ALTISHOFEN, LOUIS-ALEXANDRE, PFYFFER | I | HERITAGE HOLDING MANAGEMENT GP, LLC | D | Control |
Registrations
Federal
IA
Jun 24, 2025 REGISTERED
Notice Filings (2)
MA NC
Address
30 NEWBURY STREETTHIRD FLOOR
BOSTON, MA 02116
United States
Phone: 617-938-3664