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Co-Founder, Limited Partner, Chief Compliance Officer · Heritage Holding

Karnig R. Porter

CRD 7939241 · Named on Form ADV at one SEC-registered adviser

At a glance

Heritage Holding, an SEC-registered private fund adviser based in Boston, MA with $278 million in regulatory assets, lists Karnig R. Porter on its Form ADV as Co-Founder, Limited Partner, Chief Compliance Officer, a control person.

Firms and roles

  • Heritage HoldingCo-Founder, Limited Partner, Chief Compliance OfficerPrivate fund adviser · Boston, MA · $278M in regulatory assets

AtlasMembers

Karnig’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Karnig’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.