# WSC Heritage: portfolio, investments and team

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

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

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

# WSC Heritage

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

Unknown New fund $8.0M, Nov 2022 Private equity

Buyout Industry Agnostic

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 **$2.0M – $10M**

Pitch WSC Heritage

## What they do

> WSC & Company is a private investment firm acquiring businesses nationwide alongside exceptional entrepreneurs. From their own website

- **Type:** Private equity
- **Cheque size:** $2.0M – $10M as they say
- **Stages:** Buyout
- **Sectors:** Industry Agnostic
- **Based in:** Charlotte, United States
- **Cold pitches:** Not 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=wsc-and-company).

## The team

Named by the firm itself, on a filing, its Form ADV or its company registration **3 named**

HB **Howard B Stone** Manager i Form ADV

HB **Howard Badger Stone II** Manager of the Manager i Filing they signed

MT **Macon Thomas Carroll** Manager of the Manager i Filing they signed

We also hold **7** 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

**$320M** assets it manages Oct 2026

**Registered** investment adviser full reporting to the SEC

- **Legal name:** WSC & COMPANY, LLC
- **SEC number:** CRD 289138

Funds on its Form ADV

**5** private funds, **$204M** in gross assets · filed Mar 2024

- WSC Search & Acquire Fund II, L.P. *Private equity* 73 investors $110M
- WSC Search & Acquire Fund I, L.P. *Private equity* 53 investors $81M
- WSC Heritage I, LLC *Private equity* 29 investors $8.7M
- Laurel Ridge Two, LLC *Private equity* 8 investors $3.3M
- Laurel Ridge One, LLC *Private equity* 1 investor $1.5M

## What they claim to have backed

From their own portfolio page (on their website)

**3** of 60 we have independently watched raise

[OneShield](https://millionrounds.com/company/oneshield)[Tactiq](https://millionrounds.com/company/tactiq)[Upper Hand](https://millionrounds.com/company/upper-hand) 8th Wing Partners ACES Monitoring APA Medical Equipment APS Abound Health Abridge Keystone Partners AdComp Systems Advanced Aircrew Academy Advantage Surveillance Allied Electric Alus Anterra Technology AppWrap Aspen Ridge Recovery Astoria Atropates Capital Atticus Auronix Automotive Business Solutions Baron Avenue Beacon Education Group Bio Behavioral Institute Blue Haven Equity Blue Sky Network Botanical Designs Breakpoint CITTA Brokerage Cardinal Summit Central Storage & Warehouse Chapparal Management Charterimpact Chesapeake Technology Ciclo Partners Cinnamon Hill Partners Cothrom Capital Cupecoy Desert Services Dooblo Dragonfly Pond Works Driver Industrial Dune Creek Capital Dynamic Rubber EMI Porta Emission and Cooling Solutions EndoscopyMD Energy Ogre Epac Flexible Packaging Excelsa Partners EyeQ Monitoring FIMC FSI Flint Group Focal Point Capital Fox Legacy Partners Fusion Grace Court Partners Grandview Peak Capital and 88 more

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

**$8.0M**

raised in Nov 2022

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

**Pitching WSC Heritage?** Put them on your fundraising board with this record on the card, and follow them to hear when they write a new cheque.

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## Quick answers about WSC Heritage

### What does WSC Heritage invest in?

WSC Heritage says it invests in Industry Agnostic.

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

It says it writes cheques of $2.0M to $10M.

### Is WSC Heritage investing now?

No investments in the last 12 months.

### What kind of investor is WSC Heritage?

WSC Heritage is a private equity firm based in Charlotte, United States.

### How much does WSC Heritage manage?

About $320M, as regulatory assets under management (Oct 2026).

### Has WSC Heritage raised a new fund?

Its latest fund filing with the SEC was in Nov 2022, reporting $8.0M raised.

### Where does this information on WSC Heritage 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=wsc-and-company) · [Is this your firm? Claim it](https://millionrounds.com/claim?org=wsc-and-company)