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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 family,...
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 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
Single Family Office
Year founded
2016
AUM
$358 M
Location
Region
North America
Country
United States
City
Pompano Beach
Corporate office
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Frequently asked questions
What is Heritage Group?
Heritage Group is a single family office headquartered in Pompano Beach, United States.
When was Heritage Group founded?
Heritage Group was founded in 2016.
Where is Heritage Group headquartered?
Heritage Group is headquartered in Pompano Beach, United States, in the North America region.
What is Heritage Group's assets under management?
Heritage Group reports approximately $358 M in assets under management, as tracked by Altss.
What does Altss track for Heritage Group?
Altss maintains an OSINT-verified profile of Heritage Group covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Heritage Group's website?
Heritage Group's public website is heritagegroupusa.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Heritage Group?
Heritage Group is classified by Altss as a Single Family Office, operating from United States within the North America region.
How does Altss source intelligence on Heritage Group?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Heritage Group's Altss profile last updated?
Heritage Group's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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