Heirloom Investment Management LLC

Overview

Heirloom Investment Management LLC is a boutique manager that operates pooled vehicles and serves institutional clients. Organized as an LLC and SEC-registered since 2016, the firm is structured as a hybrid manager with activity across hedge fund and private equity strategies. It functions as sponsor, general partner and managing member for its funds and is active in commodity pool operator/commodity trading advisor (CPO/CTA) activities, indicating an operational focus on running pooled investment vehicles rather than acting primarily as a third‑party allocator. The firm’s fee model combines a percentage-of-AUM charge with performance-based fees, consistent with hedge fund-style compensation. Ownership is reported as a mix of an individual and a foreign entity. Heirloom does not present itself as an ESG investor and is not flagged as a multi-state or pension consulting adviser; its client base is institutional and its advisory activities include portfolio management for individuals/small businesses, pooled investment vehicles, and institutional clients.

Assets & Accounts

Investments & Alternatives