Heritage Group is a family office - single based in Santa Monica, United States, founded in 2016. Verified contact details, AUM data, and investment preferences on FindLPs.
Heritage Group is an LA based family investment office.
Investment types: Early Stage Venture, Late Stage Venture
Sectors & themes: Financial Services, Lending and Investments
Location: Santa Monica, California, United States
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.