Heronbridge

RIASEC RegisteredEst. 2012

Total AUM

$935M

Discretionary

$935M

100% of AUM

Avg account

$187M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Bath,
CRD number: 164314
Registered since: July 9, 2012
Website: www.heronbridge.com
Custodians: J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM
Client types: Pooled Investment Vehicles97.62%
Charitable Organizations2.38%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Heronbridge is an institutional registered investment adviser organized as a limited liability partnership and SEC-registered since 2012. The firm serves primarily institutional clients while also offering portfolio management for individuals, small businesses, pooled investment vehicles, and other business or institutional accounts. Fee arrangements are based on a percentage of assets under management. Heronbridge identifies in its filings as a CPO/CTA and is affiliated with activities typical of sponsors, general partners, or managing members of pooled investment vehicles. The firm does not position itself as an active ESG investor.