United States · What does Heartwood Partners invest in?
Heartwood Partners says it invests in Social Good, Social Impact and Sdg.
What they do
Heartwood Partners is a middle market private equity firm with an investment strategy rooted in stability, strength, and performance.From their own website
- Type
- Private equity (from a list, unverified)
- Cheque size
- Not stated
- Stages
- SeedSeries ASeries B
- Sectors
- Social GoodSocial ImpactSdg
- Based in
- Norwalk, United States
- Cold pitches
- Accepted
The record
No rounds observed yet. That is a limit of the sources we read, not a finding about the firm. If it has invested, a round will put it here. Know a round it was in? Tell us.
The team
Named by the firm itself, on a filing, its Form ADV or its company registration4 named
BRBerat RifatiChief Compliance Officer/Chief Financial OfficeriForm ADV
DDDemetrios DounisManaging Partner of Heartwood Partners V GP, LLC, the Issuer's General PartneriFiling they signed
MDMark Douglas AllsteadtMANAGER OF HEARTWOOD PARTNERS IV GP, LLC, THE ISSUER'S GENERAL PARTNERiFiling they signed
RSRobert Scott TuckerMANAGER OF HEARTWOOD PARTNERS IV GP, LLC, THE ISSUER'S GENERAL PARTNERiFiling they signed
We also hold 26 people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.
What the register says
From the firm's own filings with the SEC, which it must file accurately by law
$1.4Bassets it managesOct 2026
Registeredinvestment adviserfull reporting to the SEC
- Legal name
- Heartwood Partners, LLC
- SEC number
- CRD 313052
Funds on its Form ADV
19 private funds, $2.3B in gross assets · filed Mar 2024
- Heartwood Partners III, L.P.Private equity97 investors$551M
- Heartwood Partners IV, L.P.Private equity110 investors$506M
- Heartwood Partners II, L.P.Private equity128 investors$239M
- CP ZEST, LLCPrivate equity45 investors$164M
- CP PUMA, LLCPrivate equity15 investors$124M
- HWP Green, LLCPrivate equity16 investors$105M
- CP Masterpiece, LLCPrivate equity30 investors$97M
- CP Husky, LLCPrivate equity31 investors$94M
- CP Titan, LLCPrivate equity25 investors$77M
- HWP Boost, LLCPrivate equity26 investors$76M
And 9 more on the filing.
What they claim to have backed
From their own portfolio page (on their website)
0 of 54 we have independently watched raise
AftermarketperformancegroupAllentownincAmlongroupArtisantlaneBhienergyBluWaveBush-brothersChromacolorsChromascapeCmilcDaytonpartsDerbyfabEtechheatrecoveryFletcher-terryGcipeawardsHarborlinenHighbarbrandsImprimusLonestarbeefMicrocareMqholdingsNativeseedgroupNorleegroupParkwayproductsRollriteTop 50 Leadersheartwood investment partnerheartwood investment partnerheartwood investment partnerheartwood investment partnerheartwood investment partnerheartwood investment partnerheartwood investment partnerheartwood investment partnerheartwood investment partnerheartwood investment partnerheartwood investment partnerheartwood investment partnerheartwood investment partnerheartwood investment partnerheartwood investment partnerheartwood investment partnerheartwood investment partnerheartwood investment partnerheartwood investment partnerheartwood investment partnerheartwood investment partnerheartwood investment partnerheartwood investment partnerheartwood investment partnerheartwood investment partnerheartwood investment partnerheartwood investment partnerheartwood investment partner
Weaker than a round we watched, stronger than a list somebody sold us. A firm is far less willing to put a company on its own site that it never funded.