Heritage Group manages investments for privately offered investment pools, called Funds. Heritage Group focuses on investing in healthcare services and healthcare technology companies. An Investment Committee, led by the Partners, makes investment decisions for each Fund. Strategic Advisory Committees, consisting of representatives of the Fund investors, provide operational support and feedback to portfolio company management teams.
Assets Under Management$1.1B
Clients6
AdvisorsN/A
Avg. per Client$190M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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