Manager · SEC CRD 300273
Heartwood
Private Equity
Funds with performance
4
LP investors
6
Public LPs disclosing at least one fund
SEC regulatory AUM
$1.30B
As of 2025-12-31
The franchise by vintage
Funds disclosed by public LPs, by strategy and vintage year. Dot area is the number of funds raised that year.
Funds
Funds managed by Heartwood
Fund Name | Strategy | Sub-Strategy | Geography | Vintage | IRR | TVPI | DPI | As-of Date | Gross AUM | LPs |
|---|---|---|---|---|---|---|---|---|---|---|
| Heartwood Partners | Private Equity | Buyout | North America | 2006 | 21.0% | 2.31x | 2.31x | 2026-03-31 | — | 2 |
| Heartwood Partners II, LP | Private Equity | Buyout | North America | 2012 | 13.1% | 1.72x | 1.63x | 2026-03-31 | $236.5M | 2 |
| Heartwood Partners III | Private Equity | Buyout | North America | 2017 | 17.0% | 1.69x | 1.69x | 2026-03-31 | $602.4M | 3 |
| Heartwood Partners IV, L.P. | Private Equity | Buyout | North America | 2021 | 7.9% | 1.17x | 0.12x | 2026-06-30 | $505.7M | 1 |
LP Investors
Limited partners invested in Heartwood funds
| LP Name | Type | Location | Funds Invested |
|---|---|---|---|
| Texas Municipal Retirement System | public_pension | TX | 1 |
| New York City Police Pension Fund | public_pension | NY | 3 |
| Teachers' Retirement System of the City of New York | public_pension | NY | 1 |
| San Diego City Employees' Retirement System | public_pension | CA | 1 |
| New York City Board of Education Retirement System | public_pension | NY | 1 |
| New York City Fire Department Pension Fund | public_pension | NY | 1 |