Heritage Family Offices

Asset Manager SEC-registered adviser

Legal name: Heritage Family Offices, LLP

Scottsdale, AZ Website X

AUM

$423.3M
Regulatory AUM

Private funds

1
Private Equity 1

Private fund assets

$15.0M
Gross asset value

Employees

13

Last Form D raise

—

From SEC Form ADV filing (filed Mar 10, 2026). View on SEC

People(2)

Owners and executive officers named on the firm's SEC Form ADV.

M
Michael Frost
General Partner and Chief Compliance Officer
Source: SEC Form ADV
R
Ralph Nelson
General Partner
Source: SEC Form ADV

Funds(1)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Hfo-Cosmic SPV, LLCPrivate Equity$15.0M———

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
323930
SEC file number
801-126899

Sources