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HH

Fund-of-Funds

Heritage Holding (d'Ovidio Family Office)

Oaks
17
Contacts
0
Mandates
✦ AI-enriched · 1 field · 100% confData completeness 35%Updated 2026-06-12Sources: FINTRX

Mandate & appetite

Preferred strategies
Fixed IncomeHedge FundsPrivate Credit
Target geographies
Typical ticket
AUM
Undisclosed
Real-asset allocation
Appetite

Investor profile

Institutional investor Fund manager. based in Oaks. LP type: Fund of Funds. Asset class focus: Fixed Income, Hedge Funds, Private Debt. Sectors: hotels. Active real asset investor

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Comparable allocators

HF

Other

Heritage Family Offices

Arizona Family Offices, United States

Institutional investor. based in Arizona Family Offices United States. LP type: Family Office. Asset class focus: Alternative Investments, Private Equity, Real Estate. Sectors: hotels. Active real asset investor

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HS

Family Office

Heritage Strategies, LLC

Woodbury, United States

Heritage Strategies, LLC is a family office headquartered in Woodbury, United States. The firm focuses on managing investments and wealth for high-net-worth families.

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HT

Family Office

Heritage Trust

Eric Burton, United States

Institutional investor. based in Eric Burton United States. LP type: Family Office. Asset class focus: Alternative Investments, Private Equity, Real Estate. Sectors: hotels. Active real asset investor

Private EquityReal Estate
North America0 contacts
HG

Other

Heritage Group

Santa Monica, United States

Heritage Group is a fourth-generation family-owned investment firm founded in 1930, primarily focused on the construction and materials, environmental services, and specialty chemicals industries. Based in the Midwest, the firm operates both domestically and internationally, including engagements in China.

CoreValue Add
0 contacts
OG

Wealth Manager

Ofer Global (Ofer Family Office)

Institutional investor. based in. LP type: Asset Manager. Asset class focus: Hedge Funds, Hospitality, Private Debt, Public Equity, Real Estate. Sectors: h101_target_2025, hospitality, hotel101_target, Real Estate. Active real asset investor

Hedge Funds, Public Equities
0 contacts
OP

Other

Oryx Partners (Wiese Family Office)

Washington DC

Institutional investor. based in Washington DC. LP type: Family Office. Sectors: infrastructure. Active real asset investor

Infrastructure
0 contacts