Heard Capital LLC
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 297176
- Registered since
- December 2, 2019
- Website
- www.heardcapital.com
- Custodians
- THE BANK OF NEW YORK MELLON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles64.6%
- Pension & Profit Sharing Plans25.83%
- State / Municipal Government5.06%
- Charitable Organizations3.02%
- Other Investment Advisers1.5%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Heard Capital LLC is an SEC-registered LLC that began providing advisory services in 2019 and operates as a hedge fund manager focused on institutional clients. The firm serves as portfolio manager for pooled investment vehicles and for business or institutional mandates, and it also acts as sponsor/GP/managing member of pooled vehicles. Its compensation model combines a percentage-of-assets fee with performance-based fees. The firm does not present itself as an ESG investor and is not registered as a multi-state adviser. While Heard Capital is not primarily characterized as a capital allocator, its activity includes both running an in-house hedge fund and placing capital with outside alternative managers across several strategies.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities87%
- Cash & Cash Equivalents13%
Owners & executives
3 of 3Mariska Richards
General Counsel & Chief Compliance OfficerCRD 8041186
William Heard
Founder & Chief Exceutive OfficerCRD 4578165
Stephen Granstrand
Chief Financial Officer & Chief Operations OfficerCRD 4853630
Contacts
1 of 1
Joseph Lee
Head of Risk ManagementCRD 7038492
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 1 N Wacker Dr
- Time zone
- CT (UTC-6)
- Office locations
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