HEENEY CAPITAL

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
WEST PALM BEACH, Florida
CRD number
337447
Registered since
June 20, 2025

Firm profile

FINTRX

Overview

Heeney Capital is an owner-operated limited liability company that registers as a SEC investment adviser (registration year 2025) and functions primarily as a sponsor and general partner for pooled investment vehicles. The firm does not report retail advisory clients; instead its activity centers on managing at least one closed pooled vehicle. Heeney Capital is not identified as an active ESG investor and does not present as a multisite advisory network—its structure and filings point to a compact, founder-led organization that serves as GP/sponsor rather than a traditional wealth manager. As sponsor and managing member, the firm’s responsibilities are those typical of a GP: sourcing and underwriting investments, executing capital calls and distributions, handling governance and reporting for owners, and managing the vehicle’s portfolio. The adviser classification is shown as unclassified, and fee structures or retail advisory business lines are not listed, which further reinforces that the firm’s deliverable is centered on a pooled-vehicle private investment platform rather than open advisory services to individual clients.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Contacts

2 of 2
  • SEAN PI

    MemberCRD 5559604

  • HENRY HEENEY

    PartnerCRD 6181773

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

WEST PALM BEACH, FL

PALM BEACH

Location

WEST PALM BEACH, FL

Headquartered in WEST PALM BEACH, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
PALM BEACH
Address
222 Lakeview Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth