HEARTWOOD FUNDS, LLC
Doing business as HEARTWOOD FUNDS. SEC Form ADV profile.
Total regulatory AUM
$317,600,000
Discretionary
$88,900,000
Non-discretionary
$228,700,000
Firm details
- CRD number
- 136940
- SEC file number
- 801-66295
- Main office
- NEW YORK, NY, United States
- Employees
- 2
- SEC status
- Approved
- Website
- https://HEARTWOODFUNDS.COM
- Fee structure
-
Percentage of AUM Fixed fees Performance-based
As of September 2026.