BLUE HERON CAPITAL MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2019
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
RICHMOND, Virginia
CRD number
300018
Registered since
January 3, 2019

Firm profile

FINTRX

Overview

Blue Heron Capital Management, LLC is an LLC that registered with the SEC in 2019 and is owned by an individual. The firm’s activities center on sponsoring and operating pooled investment vehicles: it lists roles as sponsor, general partner, and managing member for funds it advises. The snapshot data classifies the firm as unclassified and indicates it does not position itself as a capital allocator or a multi-state adviser, and it is not flagged as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • THOMAS BENEDETTI

    Co-Founder & Managing PartnerCRD 5627820

  • ANDREW TICHENOR

    Co-Founder & Managing PartnerCRD 5627961

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

RICHMOND, VA

HENRICO

Location

RICHMOND, VA

Headquartered in RICHMOND, VA, in the South of the United States.

Region
South
County
HENRICO
Address
1806 Summit Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth