HEIGHTS INVESTMENT PARTNERS, LLC

Overview

Heights Investment Partners, LLC is a boutique registered investment adviser that manages discretionary portfolios for individuals, families and small businesses. The firm runs a fee-based model (percentage of AUM) and concentrates client service on portfolio management rather than pension consulting or broad institutional product manufacturing. Investment emphasis is on liquid, exchange-traded exposures—both individual equities and ETFs—paired with selective allocations to third-party alternative managers in real estate, commodities and oil & gas to supplement return streams and add diversification. The adviser operates with an individual ownership structure and positions itself as a small, hands-on manager. It does not present itself as an ESG investor and maintains a single-custodian relationship for the bulk of client assets, which supports operational simplicity and tax-aware trading within separately managed account structures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices