Heronwood Capital LLC

Overview

Heronwood Capital LLC operates as a small, fee-based advisory firm that manages portfolios for both high-net-worth individuals and institutions. The firm emphasizes portfolio management for individuals, small businesses and institutional clients, and it offers a mix of billing arrangements — percentage-of-AUM, hourly work and fixed fees — allowing flexibility by client mandate. A notable feature of the business is its active involvement in real estate transactions: the firm is affiliated as a real estate broker and sponsors limited partnerships, which suggests it sources and places direct real estate investments alongside managed portfolios. Investment activity leans toward privately negotiated and non-exchange instruments. Non-exchange traded equities are the single largest asset category on the books, and the firm allocates to third-party alternative managers across private equity, hedge funds, private placements and real estate. That combination indicates Heronwood mixes traditional pooled and mutual fund exposures with bespoke, often illiquid, private-market positions to meet client objectives.

Assets & Accounts

Investments & Alternatives

Location & Offices