Hrtg Gpe

Asset Manager SEC-registered adviser

Legal name: Hrtg Gpe, LLC

Wilson, WY Website LinkedIn

AUM

$27.1B
Regulatory AUM

Private funds

22
Other 17 · Private Equity 5

Private fund assets

$53.2B
Gross asset value

Employees

26

Last Form D raise

Jul 2026
Most recent fund filing

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

People(14)

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

B
Betsy Johnson
Trustee, Port Orford Trust
Source: SEC Form ADV
B
Bruce Karsh
Director of Hrtg Gpe, LLC
Source: SEC Form ADV
D
Douglas Leone
Director of Hrtg Gpe, LLC
Source: SEC Form ADV
G
Gerald Beeson
Director of Hrtg Gpe, LLC
Source: SEC Form ADV
I
Irwin Gross
Trustee of the Irwin R. Gross 2020 Irrevocable Trust, Irwin R. Gross 2020 Irrevocable Trust
Source: SEC Form ADV
J
John Collison
Director of Hrtg Gpe, LLC
Source: SEC Form ADV
J
John Zito
Director of Hrtg Gpe, LLC
Source: SEC Form ADV
K
Keith Johnson
Chief Executive Officer, Managing Member of Hrtg Gpe, LLC and Manager and Member of Montague Island LLC
Source: SEC Form ADV
K
Kevin Kelly
Chief Investment Officer and Managing Member of Hrtg Gpe, LLC
Source: SEC Form ADV
K
Kevin Slemp
Trustee of West Eighth Street
Source: SEC Form ADV
M
Mark Oei
Withdrawn Member of Hrtg Gpe, LLC
Source: SEC Form ADV
M
Meredith Wiedeman
Trustee of West Eighth Street
Source: SEC Form ADV

Funds(22)

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

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Hrtg US, L.P.Other$16.8B$7.0B412Jul 2026Hot
Hrtg Uste, L.P.Other$3.8B$2.8B52Jul 2026Hot
Hrtg Cayman, L.P.Other$3.6B$3.1B117Jul 2026Hot
Hrtg Leaf, L.P.Other$239.2M$171.4M24Jul 2026Hot
Hrtg US Affiliates, L.P.Other$143.4M$163.8M97Jul 2026Hot
Hrtg Spe VI, L.P.Private Equity$179.1M——Mar 2026Warm
Hrtg Cif 2026, L.P.Other$513.8M——Jan 2026Warm
Hrtg Cif 2026 Cayman, L.P.Other$75.5M——Jan 2026Warm
Hrtg Cif 2025 Cayman, L.P.Other$42.1M——Feb 2025Cool
Hrtg Cif 2025, L.P.Other$282.1M——Jan 2025Cool
Hrtg Cif 2024, L.P.Other$397.5M——Jan 2024Cold
Hrtg Spe V, L.P.Private Equity$53.3M——Oct 2023Cold
Hrtg Spe III, L.P.Other$163.4M——Jul 2020Cold
Hrtg Cif, L.P. - 2019 SeriesOther$101.6M——Nov 2018Cold
Hrtg Cif, L.P. - 2018 SeriesOther$25.5M$124.2M30Jan 2018Cold

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
157389
SEC file number
801-73343
CIK
1537455

Sources