Heritage Holdings

General contacts

Investor type

Founded

2015

AUM

$222 M

Location

Boston, Massachusetts, United States

Investment Ticket

$10-50 m

Investment Stage

Series B Late Stage (Series C+)

Region of investment

North America

Investor profile last updated: 16 August, 2026

Profile

Heritage Holdings is a Boston-based private investment firm founded in 2015 by Alex de Pfyffer and Ross Porter, both Harvard Business School graduates. The firm specializes in lower middle market businesses, focusing on operational expertise to help founders scale their companies. Heritage Holdings has a team composed of entrepreneurs and former CEOs, emphasizing their hands-on approach to investment.

The firm targets sectors such as telecommunications, IT services, cybersecurity, healthcare services, and skilled trades services. They typically invest in companies generating between $2 million and $10 million in EBITDA. Heritage Holdings has raised a $220 million fund and completed approximately 35 acquisitions across 11 platform companies. Their investment strategy includes partnering with regional leaders in managed service providers, internet service providers, commercial HVAC, power services, hydrovac services, and wealth management.

Notable portfolio companies include Maicom Electrical Corp - electrical services, NCS Global - IT asset management, Boston Clinical Trials - clinical research, Complete Network - IT services, Arrowhead Line - utility services, and Winchester Mechanical - HVAC services.

Industry

Business Services (B2B) Healthcare Services Industrial IT Services Telecommunications Cybersecurity

Heritage Holdings Funds

Name	Type	Industry	Stage	Region	Size	AUM	Launch date
Heritage Holding Fund I	Private Equity (PE)	Business Services (B2B) Healthcare Services Industrial IT Services Telecommunications	Series B Late Stage (Series C+)	North America	$5-10 m	$220 M	September 2024

Contacts

Name

Title

Social Networks

Matthew Glass Vice President

Vice President

m•••@•••

Alex de Pfyffer Co-Founder

Co-Founder

a•••@•••

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Investment-team contacts for Heritage Holdings — including verified work emails and LinkedIn profiles — are available to Private Equity List subscribers.
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Contacts sourced from the firm's website and LinkedIn, re-verified on a rolling cycle. Spot a stale contact, or none at all? Report it — we re-run that firm within 48h and get back to you.

FAQs about Heritage Holdings

Is Heritage Holdings a venture capital or private equity firm?

Heritage Holdings is a private equity firm. It backs companies at Series B and Late Stage (Series C+), writing tickets of $10-50 m.

Where is Heritage Holdings located?

Heritage Holdings is located in Boston, Massachusetts, United States.

When was Heritage Holdings founded?

Heritage Holdings was founded in 2015.

What sectors and industries does Heritage Holdings invest in?

Heritage Holdings invests in companies and startups in Business Services (B2B), Healthcare Services, Industrial, IT Services, Telecommunications, Cybersecurity.

What is Heritage Holdings geographical focus of investments?

Heritage Holdings invests in companies and startups in North America.

At what stages of companies and startups does Heritage Holdings typically invest in?

Heritage Holdings invests in companies and startups at Series B, Late Stage (Series C+).

What is the usual amount of Heritage Holdings investment?

Heritage Holdings usually invests $10-50 m on average.

What is the amount of assets of under management (AUM) for Heritage Holdings?

Heritage Holdings has around $222m assets under management.

When was Heritage Holdings last fund created?

Heritage Holdings last fund was created/launched in 2024-09-23

What are the contacts of Heritage Holdings?

Heritage Holdings can be reached through its website heritage-holding.com, its LinkedIn page and its X account. Its general enquiries address is [email protected]. Cold-mailing a general inbox rarely reaches a partner, so Private Equity List also lists the investment-team contacts for Heritage Holdings — names, roles, verified work emails and LinkedIn profiles — available on a Pro plan from $129/month (see pricing). Contacts are sourced from the firm's website and LinkedIn and re-verified on a rolling cycle. Spot a stale contact, or none at all? Report it — we re-run that firm within 48h and get back to you.

Can I access Heritage Holdings data via API or MCP?

Yes. Every field on this page — profile, funds, investment criteria, portfolio and investment-team contacts — is available programmatically through the Private Equity List REST API and MCP server, so AI assistants such as Claude and ChatGPT can query Heritage Holdings directly instead of scraping this page. One subscription covers both the web app and machine access — see API & MCP.

When was the Heritage Holdings profile last updated?

Private Equity List re-verifies investor profiles on a rolling cycle, pulling from the firm's own website and LinkedIn rather than a one-off import. This profile was last updated on 16 August, 2026. Something out of date here? Report it — we re-run that firm within 48h and get back to you.