Buyout PE
Heritage Point
Heritage Point acquires controlling stakes in established, profitable businesses, from United States. It states a focus on business & professional services and software & internet.
Stated investment criteria
What Heritage Point says it buys
Read from Heritage Point’s own website in August 2026. This is what the firm says it buys, not what anyone has recorded it buying, and figures are shown in the currency the firm itself used - nothing here is converted. Every line links to the page it was read from.
| Enterprise value it states | $5m to $50m1 |
| Minimum revenue it states | $1.5m1 |
| Minimum EBITDA it states | $750k1 |
| People listed on its team page | 32 |
A stated mandate is a firm’s description of itself and was true of the page on the day it was read; firms widen and narrow what they will look at without updating the site. The team figure counts the people the firm shows on one team page, so it is a floor rather than a headcount: firms that split their team across tabs or load it in pages will read low. Nothing here is a commitment by Heritage Point to consider any particular business, and nothing on this page is represented as being for sale.
SEC filings
What Heritage Point has raised
From this firm's own Form D filings. A fund files one within fifteen days of its first sale, under penalty of perjury, which makes these the hardest numbers on the page.
| Vehicles filed | 2 |
| Total capital raised | $49m |
| Largest single vehicle | $49m |
| Filing history | 2022 to 2025 |
| Smallest accepted commitment | $1m |
| Filed from | CALIFORNIA |
Form D covers US-domiciled vehicles raised from accredited investors. It will not capture a fund raised outside the United States, separately managed accounts, or capital deployed off balance sheet, so treat these as a floor rather than a total.
Regulatory record
How Heritage Point is registered
From this firm's Form ADV, the annual filing every registered and exempt investment adviser makes to the SEC.
| Adviser status | Exempt reporting adviser |
| Regulatory assets under management | Not reported by an ERA |
| Private funds advised | 2 · $103m gross |
| SEC adviser number | CRD 322601 |
An exempt reporting adviser is not required to report regulatory assets under management, so the blank above means the question was not asked rather than that the answer is unknown. Where a figure exists it is the gross asset value of the private funds the firm advises, which is a different and usually larger measure.
Portfolio
Disclosed holdings
Companies Heritage Point lists on its own website. No investment years are published.
| Company | Invested | Years held | Recorded transaction |
|---|---|---|---|
| Advantageone | — | — | — |
| Certus Manufacturing | — | — | — |
| Outsourced Accounting & Tax | — | — | — |
| Redwood Management Partners | — | — | — |
| The Collective Genius | — | — | — |
Compiled from Heritage Point’s published portfolio page. Where a recorded transaction is shown, that company was the target of a reported deal and has most likely already been realised. Nothing here is represented as being for sale.
Valuation context
Transaction values in Business & Professional Services
What companies have actually sold for in business & professional services, across 668 recorded transactions.
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