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Managing Member and Co-Founder · Heartwood Partners, LLC

Mark D. Allsteadt

CRD 1536378 · Named on Form ADV at one SEC-registered adviser

At a glance

Heartwood Partners, LLC, an SEC-registered private fund adviser based in Norwalk, CT with $1.4 billion in regulatory assets, lists Mark D. Allsteadt on its Form ADV as Managing Member and Co-Founder, a control person.

Firms and roles

  • Heartwood Partners, LLCManaging Member and Co-FounderPrivate fund adviser · Norwalk, CT · $1.4B in regulatory assets

AtlasMembers

Mark’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

  • Robert S. TuckerManaging Member and Co-Founder, Heartwood Partners, LLC
  • Berat N. RifatiChief Compliance Officer/chief Financial Officer, Heartwood Partners, LLC

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