HERITAGE INVESTORS MANAGEMENT CORP
SEC file number 801-10612
· BETHESDA, MD
https://heritageinvestor.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$3.66B
Discretionary AUM
$3.65B
Employees
20
Clients
—
Firm
- Address
- 7101 WISCONSIN AVENUE
BETHESDA, MD 20814-4878 - Phone
- —
- Website
- https://heritageinvestor.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 29, 2026
Possible Form D name matches (not verified)
- RS Management Investors, LLC Medium name-match confidence · CIK 2011561 · GA
- MC Heritage Investors LLC Medium name-match confidence · CIK 2146495 · TX
- MERITAGE INVESTORS LLC Medium name-match confidence · CIK 1138916 · CT
- ExodusPoint Management Investors, LLC Medium name-match confidence · CIK 1742170 · NY
- Crestview Partners III Management Co-Investors, L.P. Medium name-match confidence · CIK 1591169 · NY
- ROE Investment Management Capital Partners, LP Medium name-match confidence · CIK 2040771 · FL
- Voyager Management Co-Invest, LLC Medium name-match confidence · CIK 2099992 · NV
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ExodusPoint Management Investors, LLC · D/A · Sep 24, 2026
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MC Heritage Investors LLC · D · Jul 21, 2026$5.5M
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RS Management Investors, LLC · D · Apr 24, 2026$66.1K
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MERITAGE INVESTORS LLC · D · Feb 5, 2026
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Voyager Management Co-Invest, LLC · D · Dec 18, 2025
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ROE Investment Management Capital Partners, LP · D · Nov 17, 2025
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ExodusPoint Management Investors, LLC · D · Sep 23, 2025
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RS Management Investors, LLC · D · Aug 28, 2025$3.3M
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RS Management Investors, LLC · D · Jul 1, 2025$22.3M
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Crestview Partners III Management Co-Investors, L.P. · D · Mar 28, 2025
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MERITAGE INVESTORS LLC · D · Feb 5, 2025