IHS Herold Inc.
Firm details
- Headquarters
- Westport, Connecticut
- CRD number
- 127160
- Fee structure
- Fixed Fees, Other
- Services
- Publication of Periodicals
Firm profile
FINTRXOverview
IHS Herold Inc. is organized as a corporation with domestic and individual ownership elements. The firm is not positioned as a traditional portfolio allocator; its disclosed advisory activity centers on the publication of periodicals and newsletters rather than ongoing discretionary asset management. Fee arrangements are listed as fixed fees and other non-standard fee types. Regulatory and operational attributes reported include a non-ESG investment posture and a single-state practice rather than a multi-state adviser profile.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 9
Daniel Pratt
Senior Vice PresidentCRD 5776330

Claudia Pessagno
DirectorCRD 6026912

Bryan Mcnamara
DirectorCRD 6027953
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Westport, CT
Fairfield
Location
Westport, CT
Headquartered in Westport, CT, 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
- Fairfield
- Address
- 55 Post Rd W
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Quorus Inc.
RIAWestport, CT
Spice Expeditions, LP
RIAWestport, CT
Ararat Capital Management LP
RIAWestport, CT
Neos Investments
RIAWestport, CT
Greater Wealth
RIAWestport, CT
Third View Private Wealth
RIAWestport, CT