Heritage Holdings
General contacts
Investor type
PE
Founded
2015
AUM
$222 M
Location
Boston, Massachusetts, United States
Investor profile last updated: 23 February, 2026
Profile
Heritage Holding is a Boston-based private investment firm targeting lower middle market businesses that generate between two and ten million dollars of EBITDA. Alex de Pfyffer and Ross Porter founded Heritage as a Search Fund after graduating from HBS in 2015. Heritage has since closed on a $220m first institutional fundraise in August of 2024 and completed ~35 acquisitions across 11 platform companies in B2B services, including telecom, IT and cyber security services, healthcare services, and skilled trades services.
We were operators before investors... Our team is composed of entrepreneurs, former CEOs, and investors who are passionate about operating small businesses.
Industry
Heritage Holdings Funds
| Name | Type |
|
|
|
Size | AUM | Launch date |
|---|---|---|---|---|---|---|---|
|
Heritage Holding Fund I
|
Private Equity (PE)
|
Business Services (B2B)
Healthcare Services
Industrial
IT Services
Telecommunications
|
Series B
Late Stage (Series C+)
|
North America
|
$5-10 m
|
$220 M
|
September 2024
|
Contacts
Name
Title
Email
Social Networks
Investment-team contacts for Heritage Holdings — including verified work emails and LinkedIn profiles — are available to Private Equity List subscribers.
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Instant access on the web. Plans from $129/month — see pricing.
Contacts sourced from the firm's website and LinkedIn, re-verified on a rolling cycle. Spot a stale contact, or none at all? Report it — we re-run that firm within 48h and get back to you.
FAQs about Heritage Holdings
Is Heritage Holdings a venture capital or private equity firm?
Heritage Holdings is a private equity firm. It backs companies at Series B and Late Stage (Series C+), writing tickets of $10-50 m.
Where is Heritage Holdings located?
Heritage Holdings is located in Boston, Massachusetts, United States.
When was Heritage Holdings founded?
Heritage Holdings was founded in 2015.
What sectors and industries does Heritage Holdings invest in?
Heritage Holdings invests in companies and startups in Business Services (B2B), Financial Services, Fintech, Healthcare Services, Industrial, IT Services, Telecommunications, Cybersecurity.
What is Heritage Holdings geographical focus of investments?
Heritage Holdings invests in companies and startups in North America.
At what stages of companies and startups does Heritage Holdings typically invest in?
Heritage Holdings invests in companies and startups at Series B, Late Stage (Series C+).
What is the usual amount of Heritage Holdings investment?
Heritage Holdings usually invests $10-50 m on average.
What is the amount of assets of under management (AUM) for Heritage Holdings?
Heritage Holdings has around $222m assets under management.
When was Heritage Holdings last fund created?
Heritage Holdings last fund was created/launched in 2024-09-23
What are the contacts of Heritage Holdings?
Heritage Holdings can be reached through its website heritage-holding.com, its LinkedIn page and its X account. Its general enquiries address is info@heritage-holding.com. Cold-mailing a general inbox rarely reaches a partner, so Private Equity List also lists the investment-team contacts for Heritage Holdings — names, roles, verified work emails and LinkedIn profiles — available on a Pro plan from $129/month (see pricing). Contacts are sourced from the firm's website and LinkedIn and re-verified on a rolling cycle. Spot a stale contact, or none at all? Report it — we re-run that firm within 48h and get back to you.
Can I access Heritage Holdings data via API or MCP?
Yes. Every field on this page — profile, funds, investment criteria, portfolio and investment-team contacts — is available programmatically through the Private Equity List REST API and MCP server, so AI assistants such as Claude and ChatGPT can query Heritage Holdings directly instead of scraping this page. One subscription covers both the web app and machine access — see API & MCP.
When was the Heritage Holdings profile last updated?
Private Equity List re-verifies investor profiles on a rolling cycle, pulling from the firm's own website and LinkedIn rather than a one-off import. This profile was last updated on 23 February, 2026. Something out of date here? Report it — we re-run that firm within 48h and get back to you.