Data / Investment advisers / Ohio / Heartland Group Holdings LLC
Heartland Group Holdings LLC, Columbus, OH: exempt reporting adviser with 8 private funds
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Heartland Group Holdings LLC is an exempt reporting adviser with its main office in Columbus, Ohio and reports 8 private funds in its Form ADV filed April 24, 2026.
The request: Watch Heartland Group Holdings LLC (CRD number 335476): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- Exempt reporting adviser
- CRD number
- 335476
- SEC file number
- 802-136345
- SEC status
- ERA, Active, effective April 24, 2026
- Main office
- 4131 Worth Ave Ste 210, Columbus, OH 43219
- Phone
- (414) 331-0555
- Form of organization
- Limited Liability Company
- Private funds
- 8: 7 venture capital funds, 1 private equity fund
- Gross assets of private funds
- $75,991,739
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 24, 2026
- SEC record
- Investment Adviser Public Disclosure
Other advisers in Columbus
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Peerless Wealth | Columbus | $148.7 million | Not listed | adviserinfo.sec.gov |
| The Wealth Advantage Group, Inc. | Columbus | $146.4 million | Not listed | adviserinfo.sec.gov |
| Ross Wealth Advisors, LLC | Columbus | $139.7 million | Not listed | adviserinfo.sec.gov |
| Finish Well RIA LLC | Columbus | $109 million | Not listed | adviserinfo.sec.gov |
| R1 Capital, Inc. | Columbus | Not listed | 12 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Columbus, OH
- Investment advisers in Ohio
- Advisers that manage private funds
- Heartland Group Holdings LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.