# Heartwood Partners: portfolio, investments and team > Heartwood Partners is a private equity based in United States. Portfolio, stages, co-investors and team. Source: https://millionrounds.com/fund/heartwood-partners (Millionrounds; every figure on the page links to its filing or article) United States · [Investor](https://millionrounds.com/investors) # Heartwood Partners No observed cheques in the sources we track. That is a limit of our coverage, not a finding about this organisation. Unknown New fund $433M, Jul 2026 Private equity Seed Series A Series B Social Good Social Impact Sdg Cheques on record **No rounds observed yet** A limit of the sources we read, not a finding about the firm. Pitch Heartwood Partners ## 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:** Seed Series A Series B - **Sectors:** Social Good Social Impact Sdg - **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](https://millionrounds.com/corrections?slug=heartwood-partners). ## The team Named by the firm itself, on a filing, its Form ADV or its company registration **4 named** BR **Berat Rifati** Chief Compliance Officer/Chief Financial Officer i Form ADV DD **Demetrios Dounis** Managing Partner of Heartwood Partners V GP, LLC, the Issuer's General Partner i Filing they signed MD **Mark Douglas Allsteadt** MANAGER OF HEARTWOOD PARTNERS IV GP, LLC, THE ISSUER'S GENERAL PARTNER i Filing they signed RS **Robert Scott Tucker** MANAGER OF HEARTWOOD PARTNERS IV GP, LLC, THE ISSUER'S GENERAL PARTNER i Filing 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 **$1.4B** assets it manages Oct 2026 **Registered** investment adviser full 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 equity* 97 investors $551M - Heartwood Partners IV, L.P. *Private equity* 110 investors $506M - Heartwood Partners II, L.P. *Private equity* 128 investors $239M - CP ZEST, LLC *Private equity* 45 investors $164M - CP PUMA, LLC *Private equity* 15 investors $124M - HWP Green, LLC *Private equity* 16 investors $105M - CP Masterpiece, LLC *Private equity* 30 investors $97M - CP Husky, LLC *Private equity* 31 investors $94M - CP Titan, LLC *Private equity* 25 investors $77M - HWP Boost, LLC *Private equity* 26 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 Aftermarketperformancegroup Allentowninc Amlongroup Artisantlane Bhienergy BluWave Bush-brothers Chromacolors Chromascape Cmilc Daytonparts Derbyfab Etechheatrecovery Fletcher-terry Gcipeawards Harborlinen Highbarbrands Imprimus Lonestarbeef Microcare Mqholdings Nativeseedgroup Norleegroup Parkwayproducts Rollrite Top 50 Leaders heartwood investment partner heartwood investment partner heartwood investment partner heartwood investment partner heartwood investment partner heartwood investment partner heartwood investment partner heartwood investment partner heartwood investment partner heartwood investment partner heartwood investment partner heartwood investment partner heartwood investment partner heartwood investment partner heartwood investment partner heartwood investment partner heartwood investment partner heartwood investment partner heartwood investment partner heartwood investment partner heartwood investment partner heartwood investment partner heartwood investment partner heartwood investment partner heartwood investment partner heartwood investment partner heartwood investment partner heartwood 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. New fund on file **$433M** raised in Jul 2026 From its SEC filing, not a journalist: a firm that has just raised has money to deploy. **Pitching Heartwood Partners?** Put them on your fundraising board with this record on the card, and follow them to hear when they write a new cheque. Add to your CRM *→* ## Quick answers about Heartwood Partners ### What does Heartwood Partners invest in? Heartwood Partners says it invests in Social Good, Social Impact and Sdg. ### Is Heartwood Partners investing now? No investments in the last 12 months. ### What kind of investor is Heartwood Partners? Heartwood Partners is a private equity firm based in Norwalk, United States. ### How much does Heartwood Partners manage? About $1.4B, as regulatory assets under management (Oct 2026). ### Has Heartwood Partners raised a new fund? Its latest fund filing with the SEC was in Jul 2026, reporting $433M raised. ### Does Heartwood Partners take cold pitches? Yes: its own website says it reads unsolicited pitches. ### When was Heartwood Partners founded? Heartwood Partners was founded in 1982. ### Where does this information on Heartwood Partners come from? From public registers and its own website, checked and rebuilt every night. ## Raising now? Find the investors who back rounds like yours, and keep every conversation on one fundraising board. Find similar investorsOpen your CRM Built from the rounds we watched, its filings and its own website, refreshed every night. [How we count](https://millionrounds.com/methodology) · [Report a correction](https://millionrounds.com/corrections?slug=heartwood-partners) · [Is this your firm? Claim it](https://millionrounds.com/claim?org=heartwood-partners)