HEARD CAPITAL LLC

RIASEC RegisteredEst. 2019

Total AUM

$2.4B

Discretionary

$2.4B

100% of AUM

Avg account

$200M

Accounts

Employees

Advisory reps

Firm details

Headquarters: CHICAGO, Illinois
CRD number: 297176
Registered since: December 2, 2019
Website: www.heardcapital.com
Custodians: THE BANK OF NEW YORK MELLON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles64.6%
Pension & Profit Sharing Plans25.83%
State / Municipal Government5.06%
Charitable Organizations3.02%
Other Investment Advisers1.5%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Heard Capital LLC is an SEC-registered limited liability company that operates as a hedge fund manager focused on institutional clients. Founded and registered with the SEC in 2019, the firm provides portfolio management for pooled investment vehicles and for businesses or institutions, and it serves as sponsor/GP/managing member of pooled vehicles it manages. Its fee model combines a percentage-of-AUM charge with performance-based fees. Heard Capital does not self-identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Exchange Traded Equities87%
Cash & Cash Equivalents13%

Owners & executives

3 of 3

Mariska Richards
General Counsel & Chief Compliance OfficerCRD 8041186
WILLIAM HEARD
Founder & Chief Exceutive OfficerCRD 4578165
STEPHEN GRANSTRAND
Chief Financial Officer & Chief Operations OfficerCRD 4853630