Network·Family Office

Heritage Holding

Unclaimed

📍 BOSTON, MA

Family Officemanaged service providersinternet service providerscommercial hvacpower servicesdata center servicesdisaster restorationengineering servicesfencing contractorsfractional cfohydrovac servicespest controlremote patient monitoringwealth management
www.heritage-holding.com/ ↗

SEC CRD #801-130681

About

Heritage Holding is a small business investment firm that partners with founders to acquire and scale leading regional companies across multiple industries, providing operational expertise and hands-on support.

Key Contact

KR

KARNIG ROSS BARON PORTER

CHIEF COMPLIANCE OFFICER

📞 (617) 938-3664

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Geographic Focus

maunited statesglobalnortheast
ℹ

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AUM

$278M

Check Size

$20M–$20M

Location

BOSTON, MA

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