Heartwood Funds
Asset Manager SEC-registered adviser
Legal name: Heartwood Funds, LLC
New York, NY Website
AUM
$317.6M
Regulatory AUM
Private funds
2
Other 2
Private fund assets
$88.9M
Gross asset value
Employees
2
Last Form D raise
—
From SEC Form ADV filing (filed Mar 12, 2026). View on SEC
People(1)
Owners and executive officers named on the firm's SEC Form ADV.
G
Managing Director/Chief Investment Officer/Chief Compliance Officer/Managing Member
Funds(2)
Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.
| Fund | Type | Gross assets | Raised (Form D) | Investors | Last Form D | Recency |
|---|---|---|---|---|---|---|
| Sanlamallianz Africa Equity Fund, LTD | Other | $78.8M | — | — | — | |
| Heartwood Segregated Model Portfolio Companies Spc | Other | $10.1M | — | — | — |
Board seats
Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.
No board seats matched from SEC filings yet.
Regulatory identifiers
- CRD number
- 136940
- SEC file number
- 801-66295
- CIK
- 1532472
Sources
- SEC Form ADV Oct 14, 2026