Mandate & appetite
- Preferred strategies
- Value Add
- Target geographies
- Us & Canada
- Typical ticket
- $2m–$10m
- AUM
- —
- Real-asset allocation
- RE 100%
- Appetite
- —
Investor profile
Sequoia Heritage is a private investment partnership based in Menlo Park, California, founded in 2010 by Mohit Bhatnagar. The firm primarily focuses on managing long-term capital through investments in financial services, impact investing, and venture capital.
Unlock mandates & allocation signals
See Sequoia Heritage's active mandates and live allocation signals — plus named decision-makers, unlimited AI capital-matching and CSV export.
- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals with sources
- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
Similar investors
Comparable allocators
Family Office
Sequoia Financial
Michael Howley, United States
Institutional investor. based in Michael Howley United States. LP type: Family Office. Asset class focus: Alternative Investments, Private Equity, Real Estate. Sectors: hotels. Active real asset investor
Family Office
Heritage Growth Partners LLC
Roswell, United States
Heritage Growth Partners, founded in 2014 and based in Atlanta, Georgia, is a private family investment office specializing in non-control growth equity investments with owner-managers. The firm focuses on manufacturing, distribution, recycling, and repair services, providing patient capital and strategic support for long-term value creation.
Family Office
Heritage Family Offices, LLP
Arizona Family Offices, United States
Heritage Family Offices, LLP, headquartered in Scottsdale, Arizona, is a multi-disciplinary family office firm focused on asset preservation, financial planning, and investment management through strategic tax planning. They employ disciplined asset allocation, diversification, and risk management to customize portfolios aligned with client goals.
Other
Sequoia Investment Management Company
—
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.
Family Office
Heritage Wealth Counselors
Jersey City, United States
Heritage Wealth Counselors is a family office and wealth management firm specializing in comprehensive financial planning, investment review, and life...