Institutional
    SEC Registered

    Hrtg Gpe, LLC

    Registered investment advisor · Wilson, Wyoming · CRD #157389

    Assets Under Management
    $27.1B
    Client Accounts
    22
    Employees
    26
    CRD Number
    157389
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Hrtg Gpe, LLC

    HRTG Partners is a U.S.-based investment firm, established in 2010 and formerly known as Sequoia Heritage. The firm rebranded to emphasize its independence while honoring its legacy from Sequoia Capital. HRTG Partners aims to be the partner of choice for ambitious builders, providing flexible long-term capital to support endeavors across public and private markets. Headquartered in Wilson, the firm manages assets in various alternative classes, including private equity, venture capital, real es

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Yes

    Contacts, 13F holdings & brochure intel for Hrtg Gpe, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Hrtg Gpe, LLC's AUM?

    Hrtg Gpe, LLC reports approximately $27.1B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Hrtg Gpe, LLC headquartered?

    Hrtg Gpe, LLC is headquartered in Wilson, Wyoming.

    What is Hrtg Gpe, LLC's CRD number?

    Hrtg Gpe, LLC's CRD number is 157389. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Hrtg Gpe, LLC manage?

    Hrtg Gpe, LLC manages approximately 22 client accounts according to its latest SEC filing.

    Is Hrtg Gpe, LLC SEC registered?

    Yes, Hrtg Gpe, LLC is registered with the SEC as an investment adviser with an approved registration status.

    Research firms like Hrtg Gpe, LLC at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial