Heaphy Investments, LLC

Overview

Heaphy Investments, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on portfolio management for individuals, families and small-business clients rather than institutional or pension consulting work. Its reported fee arrangements include asset-based percentage fees, fixed fees and other fee structures; it is not identified as a capital allocator or as an active ESG investor. Heaphy is not described as a multi-state adviser and does not appear to operate as a related adviser to another advisory firm.

Assets & Accounts

Investments & Alternatives