There are funds

and there are Funds

The Heritage Multi-Sector Fund I

For those Members who don’t have a multi-sector approach – but don’t have time to explore each individual investment opportunity – we offer the Heritage Multi-Sector Fund I

The Multi-Sector Fund is another way we work and invest alongside our members. The Multi-Sector Fund is comprised of opportunities from the Heritage Capital USA private deal flow, and provides the immediate diversification high net worth families require.

Fund Features and Benefits

  • Provides instant diversification
  • Each investment and deal operator is vetted by HCUSA
  • The fund is managed by the HCUSA management team
  • Saves hours of research vs. investing in individual companies
  • Another way our families don’t have to go it alone

Fund Newsletters