# Heritage Point: portfolio, investments and team

> Heritage Point is a private equity based in United States. Portfolio, stages, co-investors and team.

Source: https://millionrounds.com/fund/heritage-point (Millionrounds; every figure on the page links to its filing or article)

United States · [Investor](https://millionrounds.com/investors)

# Heritage Point

No observed cheques in the sources we track. That is a limit of our coverage, not a finding about this organisation.

Email

Private equity Unknown New fund $49M, Jan 2026

Buyout Growth Business Services Enterprise Software

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Cheques on record

**No rounds observed yet** A limit of the sources we read, not a finding about the firm.

Cheque size, as they say **$5.0M – $50M**

Pitch Heritage Point

## What they do

> Heritage Point Partners ("HPoint") is a Private Equity firm focused on businesses with enterprise values of $5mm - $50mm. From their own website

- **Type:** Private equity
- **Cheque size:** $5.0M – $50M as they say
- **Stages:** Buyout Growth
- **Sectors:** Business Services Enterprise Software
- **Based in:** Los Angeles, United States
- **Cold pitches:** Not stated

## 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=heritage-point).

## The team

Named by the firm itself, on a filing, its Form ADV or its company registration **2 named**

AG **Alex Gelman** Executive Officer i Filing they signed

DH **Daniel Hecht** Managing Member i Filing they signed

We also hold **5** 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.

New fund on file

**$49M**

raised in Jan 2026

From its SEC filing, not a journalist: a firm that has just raised has money to deploy.

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## Quick answers about Heritage Point

### What does Heritage Point invest in?

Heritage Point says it invests in Business Services and Enterprise Software.

### How big are Heritage Point's cheques?

It says it writes cheques of $5.0M to $50M.

### Is Heritage Point investing now?

No investments in the last 12 months.

### What kind of investor is Heritage Point?

Heritage Point is a private equity firm based in Los Angeles, United States.

### Has Heritage Point raised a new fund?

Its latest fund filing with the SEC was in Jan 2026, reporting $49M raised.

### Where does this information on Heritage Point come from?

From public registers and its own website, checked and rebuilt every night.

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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=heritage-point) · [Is this your firm? Claim it](https://millionrounds.com/claim?org=heritage-point)