Venture firm · from SEC filings
Heritage Group
4 funds filed with the SEC, vintages 2011–2022. Combined size $548mm; at their peaks, these funds reported holding $1.1bn.
- Funds
- 4
- Combined size
- $548mm
- Aggregate peak held
- $1.1bn
- Peak − size Potential profit
- $586mm
- Peak ÷ size
- 2.07x
Funds
| Fund | Vintage | Size | Peak held | Peak ÷ size |
|---|---|---|---|---|
| Heritage Healthcare Innovation Fund, LP | 2011 | $131mm | $366mm 2017 | 2.80x |
| Heritage Healthcare Innovation Fund II, LP | 2015 | $100mm | $334mm 2023 | 3.34x |
| Heritage Healthcare Innovation Fund III, LP | 2019 | $307mm | $417mm 2023 | 1.36x |
| Heritage Group Monogram Holdings, LP | 2022 | $10.2mm | $15.9mm 2023 | 1.55x |
Select a fund to see its value each year, and public pension figures where they exist. Vintage is the year of the fund’s first sale on Form D, or its first Form ADV filing.
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