# Heritage: portfolio, investments and team

> Heritage is a hedge fund based in Italy. 2 investments on record, latest Feb 2018. Portfolio, stages, co-investors and team.

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

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

# Heritage

Filed with the SEC to raise a fund in Oct 2026, closing $330M. Last cheque observed Feb 2018.

Quiet New fund $330M, Oct 2026 Hedge fund

Series A Venture Capital & Private Equity

Cheques on record

**0%** of best year **0** **cheques in 12 months**, 2 on record

Since the last cheque **3175** days **00** hrs **00** min **00** sec

Median round **$144M** Rounds led **0 of 2**

Pitch Heritage

## Heritage highlights

- 01 2 rounds on record
- 02 Mostly Series A: 100% of its rounds

## What they do

> Filed 1 private fund offering with the SEC, the most recent in 2023-06 From their own website

- **Type:** Hedge fund (from a list, unverified)
- **Cheque size:** Not stated
- **Sectors:** Venture Capital & Private Equity
- **Based in:** Milan, Italy
- **Cold pitches:** Not stated

## The record

Every round we can evidence, newest first **2 appearances**

- **2018** 1 round
- **Feb** **[Celularity](https://millionrounds.com/company/celularity)** US · FinSMEs **$250M** With 7 others
- **2017** 1 round
- **Mar** **[eGenesis](https://millionrounds.com/company/egenesis)** Series A · US · FinSMEs **$38M** With 7 others

An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor.

## The team

Named by the firm itself, on a filing, its Form ADV or its company registration **24 named**

AR **Allen Russell Thorpe** Director of the General Partner of the GP. i Filing they signed

AR **Arrie R. Park** Vice President and Secretary of the General Partner i Filing they signed

BM **Ben Miller** Director i Filing they signed

BA **Benjamin A. Farkas** Vice President of the General Partner i Filing they signed

BB **Benjamin B. Daniels** Vice President of the General Partner i Filing they signed

BC **Blake Christopher Kleinman** Vice President of the General Partner i Filing they signed

BD **Brian Dean Doyle** Vice President of the General Partner i Filing they signed

BB **Bryan Bui** Managing Director of the General Partner. i Filing they signed

CD **Carolyn Douglas** Manager of the General Partner's General Partner's Manager i Filing they signed

CG **Cary G Baronian** Managing Director of Investments of Manager of General Partner i Filing they signed

DM **David McClellan** Managing Director is the title for Mr. McClellan. i Filing they signed

DR **David R. Tunnell** Director of the General Partner of the GP. i Filing they signed

DA **Dee Ann G Remo** Founder and CEO of Manager of General Partner i Filing they signed

DR **Deepak R. Advani** Vice President of the General Partner i Filing they signed

DQ **Douglas Quay** Director of General Partner i Filing they signed

EL **E. Lee Giovannetti** Director, Promoter i Filing they signed

ED **Erik D. Ragatz** Vice President of the General Partner i Filing they signed

GH **Graham Hunter** Managing Director of the General Partner. i Filing they signed

GD **Greg Davis** Managing Member of the General Partner and Principal of the Investment Manager i Filing they signed

JV **J Vincent Robinson** CEO of Commerce Holdings, LLC i Filing they signed

JM **James M. Long** Executive Officer, Director, Promoter i Filing they signed

JC **Jason Campbell** Principal of the General Partner and Investment Manager i Filing they signed

JB **Jesse Bland** Managing Director of the General Partner. i Filing they signed

JW **Joe Wade** Executive Officer of General Partner i Filing they signed

We also hold **53** 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

**$330M**

raised in Oct 2026

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

## The cheque

Series A

Median round joined **$144M** the round, not its cheque

Led 0 of 2 rounds **0%**

- **Sole investor:** Never alone
- **Last cheque:** Feb 2018

Rounds by stage said on their site

- Series A *1*

Cheques by year Led Joined

2017 2018

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## Recently backed

The latest companies Heritage put money into.

[**Celularity** $250M · Feb 2018](https://millionrounds.com/company/celularity)

## Quick answers about Heritage

### What does Heritage invest in?

Heritage invests most often at Series A (100% of the rounds on record), in sectors such as Venture Capital & Private Equity.

### How active is Heritage?

2 investments on record, 0 of them in the last 12 months. The most recent was in Feb 2018.

### What has Heritage invested in recently?

Its most recent investments on record: Celularity (Undisclosed round, Feb 2018) and eGenesis (Series A, Mar 2017).

### How big are Heritage's cheques?

The median round it joins is $144M.

### Is Heritage investing now?

No investments in the last 12 months; the latest was in Feb 2018.

### What kind of investor is Heritage?

Heritage is a hedge fund based in Milan, Italy.

### Has Heritage raised a new fund?

Its latest fund filing with the SEC was in Oct 2026, reporting $330M raised.

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

From 2 articles and filings naming it in a round, 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) · [Is this your firm? Claim it](https://millionrounds.com/claim?org=heritage)
