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Heritage Investment Group (HIG)
Heritage Investment Group launched in 1993 as a South Florida wealth manager, advising high-net-worth families, charitable foundations, and qualified...
Heritage Investment Group (HIG)
Heritage Investment Group launched in 1993 as a South Florida wealth manager, advising high-net-worth families, charitable foundations, and qualified retirement plans. The firm operates as a registered investment advisor, which legally binds it to a fiduciary standard — it must place client interests ahead of its own. This regulatory architecture shapes everything from portfolio construction to fee structures. The firm's early client base clustered around Pompano Beach and greater Broward County, but over three decades it has accumulated relationships across the Southeastern United States. The strategy rests on two pillars. For most clients, the firm builds multi-asset portfolios spanning public equities, fixed income, real estate, and private capital allocations. The secondaries practice — flagged in the firm's own strategy materials — is the less common piece. Rather than simply committing to primary private equity or credit funds, Heritage can acquire LP interests from sellers seeking early liquidity, a capability that gives its client base an entry point into otherwise closed vehicles. This shapes a portfolio weighted toward private credit, real estate secondaries, and special situations. The geographic focus remains domestic, concentrated in Sun Belt markets where the firm has decades of property-owner and business-operator relationships. Heritage does not publish its asset totals or professional headcount. What is known from public record is that the firm has maintained continuous SEC registration since 1993 without disciplinary disclosures — a signal of operational steadiness in an industry marked by consolidations. The firm does not appear to operate parallel philanthropic entities or club-deal networks under the same brand. Its client base includes charitable foundations alongside individual households, suggesting some clients use Heritage to manage endowment-style pools. The structural differentiator is the secondaries capability housed inside a multi-family-style RIA. Most firms of Heritage's profile are either allocators who call third-party managers or pure secondaries funds that raise blind-pool capital. Heritage occupies the space between, using secondary-market purchases as a sleeve within bespoke client portfolios. This lets the firm customize vintage-year exposure and manage concentration risk in ways that pooled fund structures cannot easily replicate.
General information
Firm type
Bank / Wealth / Trust
Year founded
1993
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Pompano Beach
Corporate office
Pompano Beach, Florida, United States
Sector focus
Frequently asked questions
How does Heritage Investment Group structure its secondaries practice?
Heritage acquires LP interests in private equity, private credit, and real estate funds from sellers seeking early liquidity. These positions are placed into individual client portfolios rather than into a commingled fund. The approach gives each household customized vintage-year and manager exposure, distinct from institutional secondaries funds that operate on a blind-pool model.
Is Heritage Investment Group a single-family office or a multi-client wealth manager?
It operates as a registered investment advisor serving multiple high-net-worth families, charitable foundations, and qualified retirement plans. The firm is not structured as a single-family office tied to one source of wealth. Its multi-client base and fiduciary registration place it closer to a boutique multi-family office construct than a closed family vehicle.
Who runs investment decisions at Heritage Investment Group?
Heritage does not publicly identify its current investment committee members or named principals on its website. Public record confirms the firm has maintained continuous SEC registration since 1993, but leadership biographies are not published. The investment decision structure is not disclosed in available public filings.
Which asset classes does Heritage Investment Group explicitly focus on?
Based on the firm's stated strategy, Heritage allocates across public equities, fixed income, real estate, private credit, and secondaries. The secondaries practice appears to target private credit and real estate LP positions. The firm does not advertise exposure to venture capital or early-stage technology investments.
Does Heritage Investment Group participate in fund commitments or only direct deals?
The secondaries practice involves acquiring existing LP interests in closed private funds, which means Heritage participates by purchasing fund stakes on the secondary market. The firm's core portfolio construction also includes allocations to primary public market strategies. Whether it makes direct co-investments or operates SPVs is not publicly disclosed.
How is Heritage Investment Group's fiduciary structure relevant to institutional allocators?
As a registered investment advisor, Heritage is legally bound to the fiduciary standard under the Investment Advisers Act of 1940. This means every portfolio decision must be made in the client's best interest, with fee structures and conflicts disclosed. For allocators evaluating co-investment or partnership opportunities, this RIAs must prioritize client outcomes over product distribution incentives.
What is Heritage Investment Group's known posture on co-investments alongside external GPs?
The firm has not publicly detailed whether it pursues direct co-investments alongside general partners. Its secondaries activity implies relationships with GPs managing private credit and real estate vehicles, but the firm does not advertise a co-investment program or syndicate deals to external partners in its accessible materials.
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