HERON VIEW PARTNERS LLC

RIASEC RegisteredEst. 1983
Total AUM
$2.7B
Discretionary
$2.7B
100% of AUM
Avg account
$103M
Accounts
26
Employees
17
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
105926
Registered since
May 2, 1983
Custodians
STATE STREET BANK AND TRUST COMPANY, THE BANK OF NEW YORK MELLON
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles98.02%
  • Charitable Organizations0.95%
  • Other0.59%
  • Pension & Profit Sharing Plans0.44%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Heron View Partners LLC is a boutique manager that operates as a hybrid hedge fund/private equity manager focused on institutional pooled vehicles. Filings show the firm serves an institutional client base and runs pooled investment vehicles while also providing portfolio management for businesses and institutions. Investment activity concentrates on private-market strategies and fund-level exposure: private equity is the dominant allocation, with a sizable hedge fund program alongside selective private credit exposures. The firm operates with a fee mix that includes both an asset-based fee and performance-based compensation, consistent with active manager structures that pursue absolute and relative returns. Operationally, Heron View Partners functions as a CPO/CTA and is organized as an LLC. It is not positioned as an ESG-driven manager, and it does not identify as a multi-state or newly formed adviser. The firm’s deployment choices and vehicle structure indicate a manager that sources and allocates to external private fund managers while also managing its own pooled funds.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Private Funds 100%100%
  • Private Funds100%

Owners & executives

1 of 1
  • JOSEPH DIBARTOLO

    Chief Compliance OfficerCRD 1626360

Contacts

2 of 2
  • MARIA RUFF

    Senior Vice President, Private Funds GroupCRD 5005131

  • STEVEN COSTABILE

    Global Head of Private Funds GroupCRD 1763664

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
747 3rd Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth