HEIGHTS LLC
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 315969
- Registered since
- September 11, 2023
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI71.17%
- Pooled Investment Vehicles28.83%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Heights LLC is a limited liability company that operates as a manager of pooled investment vehicles with a clear tilt toward private-market strategies. Registered with the SEC in 2023, the firm functions as both an adviser to external investors and as a sponsor/GP and managing member for its own pooled vehicles. Heights serves a mix of individual, family and institutional clients and provides portfolio management services for both individual/small business accounts and pooled funds. Investment activity centers on venture capital and private equity exposure, with private funds representing the most prominent asset type in the firm’s portfolios. Heights is not positioned as an active ESG investor and does not identify as a multi-state adviser. Its compensation model combines a percentage-of-AUM fee with performance-based fees, reflecting a traditional manager-of-managers and fund sponsor structure.
Assets & Accounts
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
- Private Funds70%
- Other12%
- Cash & Cash Equivalents9%
- Public Funds/Mutual Funds4%
- Exchange Traded Equities3%
Owners & executives
1 of 1WILLIAM PORTWOOD
CFOCRD 4853700
Contacts
1 of 1Alexandre Cohen
RepresentativeCRD 4813412
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Los Angeles, CA
LOS ANGELES
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 11111 Santa Monica Blvd
- Time zone
- PT (UTC-8)
- Office locations
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