HEAPHY INVESTMENTS, LLC

Overview

Heaphy Investments, LLC is a small, privately held advisory firm organized as an LLC that focuses on portfolio management for individual clients and small businesses. The client base is primarily individuals and families. The firm charges a mix of fees — percentage of assets under management, fixed fees, and other arrangements — and does not identify as an active ESG investor. Heaphy reports an owner-type of individual and is not positioned as a multi-state or newly formed adviser; its public classification is unclassified.

Assets & Accounts

Investments & Alternatives