HEADLANDS ASSET MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PETALUMA, California
CRD number
166791

Firm profile

FINTRX

Overview

Headlands Asset Management, LLC is organized as a limited liability company with an ownership structure identified as a domestic entity/individual. Public records do not show a reported SEC registration year, and the firm is classified as unclassified. It does not present itself as a multi-state adviser, an active ESG investor, a capital allocator, or a pension consultant. An industry affiliation listed for the firm is Real Estate Broker, which aligns with the firm's fund activity. The firm appears to be a boutique manager concentrated on private real estate activity rather than broad retail advisory services. Fee structure, client-base segmentation, and many advisory activity details are not publicly disclosed in the available data.

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

Owners & executives

2 of 2
  • MIEKO WILLOUGHBY

    President, CEOCRD 1516746

  • STEPHEN BUFANO

    Chief Financial OfficerCRD 6480556

Contacts

1 of 1
  • PETER PAUL

    ChairmanCRD 6164278

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PETALUMA, CA

SONOMA

Location

PETALUMA, CA

Headquartered in PETALUMA, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SONOMA
Address
765 Baywood Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth