Heights LLC
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 315969
- Registered since
- September 11, 2023
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI71.17%
- Pooled Investment Vehicles28.83%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Heights LLC is a limited liability company that registered with the SEC in 2023 and operates as a private equity and venture capital manager with a multi-strategy posture. The firm serves both individual/family and institutional clients and provides portfolio management for individuals and small businesses as well as for pooled investment vehicles. Heights acts in sponsor and GP roles for pooled vehicles and charges a mix of percentage-of-AUM and performance-based fees. The firm does not position itself as an ESG investor and is not designated as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds70%
- Other12%
- Cash & Cash Equivalents9%
- Public Funds/Mutual Funds4%
- Exchange Traded Equities3%
Owners & executives
1 of 1William Portwood
CFOCRD 4853700
Contacts
1 of 1Alexandre Cohen
RepresentativeCRD 4813412
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Los Angeles, CA
Los Angeles
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 11111 Santa Monica Blvd
- Time zone
- PT (UTC-8)
- Office locations
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