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Heritage Group
Heritage Group is a single-family office headquartered in Santa Monica. The firm manages investments and strategic interests on behalf of its founding...
Overview
Heritage Group is a single-family office headquartered in Santa Monica. The firm manages investments and strategic interests on behalf of its founding family, with a focus on long-term value creation across multiple sectors. Leveraging deep operational expertise and a disciplined approach to capital allocation, Heritage Group partners with management teams and entrepreneurs—supports portfolio growth and stewardship through direct investments and active ownership.
General information
Firm type
Asset Owner
Year founded
2016
Location
Region
North America
Country
United States
City
Pompano Beach
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