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The Heritage Group
AddedFeb 15, 2024
UpdatedJun 28, 2026
The Heritage Group

The Heritage Group

Operating

Heritage Group LLC: A US-based firm offering financial planning and investment advisory services.

Location
Santa Monica, CA, US
Founded
2016
Firm
Compare
Portfolio
Employees
Website

The Heritage Group is a US-based investment firm specializing in financial planning and investment advisory services. The firm primarily focuses on later-stage investments, including Series A, Series B, and Series C rounds. Their typical investment size varies, with notable involvement in companies raising substantial amounts, such as Caribou Biosciences with $145 million and Biological Dynamics with $26.8 million.

The Heritage Group's portfolio includes prominent companies like Biological Dynamics, Caribou Biosciences, and Smart Vision Labs. The firm's key decision-makers bring a wealth of experience from various high-profile affiliations. Their investment philosophy centers on providing strategic guidance and leveraging their extensive network to support portfolio companies' growth. Additionally, they offer unique value-add services, including comprehensive financial planning and advisory support to ensure long-term success for their investments.

The Heritage Group - Portfolio Snapshot

Portfolio activity breakdown across disclosed investments and stages

Total Investments4
Current Portfolio Count3
Total Portfolio Exits0

Top Investment Stages

Series C2 (50.0%)
Series A1 (25.0%)
Series B1 (25.0%)

Stage Mix

Series C 50%Series A 25%Series B 25%

Concentration shown as share of disclosed investments by stage.

Recent Investments

Caribou Biosciences logo

Caribou Biosciences

Biological Dynamics logo

Biological Dynamics

Smart Vision Labs logo

Smart Vision Labs

The Heritage Group - Similar Investment Firms

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The Heritage Group - Classification

Also Known As
  • The Heritage Group LLC
NAICS
  • 520000Finance and Insurance
SIC
  • 6000Depository Institutions
Show 7 more industry codes
NAICS
  • 523000Securities, Commodity Contracts, and Other Financial Investments and Related Activities
  • 523900Other Financial Investment Activities
  • 523990All Other Financial Investment Activities
  • 523999Miscellaneous Financial Investment Activities
SIC
  • 6700Holding And Other Investment Offices
  • 6720Investment Offices
  • 6722Management Investment Offices, Open-end