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© All Rights Reserved. ApplyBlast.com
Heritage Holding
The Hedge Fund Research role at Heritage involves leading manager research, selection, and ongoing oversight of offshore and UCITS hedge fund strategies for UHNW clients. The position focuses on due diligence, manager monitoring, and presenting insights to the Investment Committee while supporting client and advisor interactions.
Heritage Holding is an operator‑led private investment firm based in Boston that provides entrepreneurial capital to small U.S. businesses. The firm partners with founders and management teams, combining financial resources with hands‑on operational expertise. Heritage emphasizes active ownership and long‑term value creation through strategic and operational support. Its approach is tailored to help small companies grow, improve operations, and navigate ownership transitions.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Heritage Holding.
Heritage Holding didn’t post a salary, so this is our estimate from similar listings.
19% above the average for this role