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Building 2HEARTWOOD PARTNERS, LLC

Map pinNORWALK, CT
Phone203-625-0770
NotebookSEC #801-120555
Total AUM
$1.4B
Employees
27
Clients
18

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
301 MERRITT 7
THIRD FLOOR
NORWALK
CT 06851
United States
Operating Hours
8:30 - 5:30
Monday - Friday
Phone
203-625-0770

ReceiptFinancials

Total AUM
$1.4B
Accounts
18
Discretionary
$1.4B
Accounts
18
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
18
AUM
$1.4B

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
WE RECEIVE A PERCENTAGE OF EBITDA FROM PORTFOLIO COMPANIES

Shield checkCompliance

Disclosures

None reported

State Registrations
CT

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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