Heron Equity Management, LLC

Overview

Heron Equity Management, LLC is an independent, single-owner registered investment advisory operating as a limited liability company that focuses on individual and family clients. The firm performs financial planning, discretionary portfolio management for individuals and small businesses, and serves as a capital allocator by selecting third-party advisers for clients. Its billing model is flexible and includes percentage-of-AUM fees alongside hourly, fixed, performance-based, and other fee arrangements. Heron Equity reports that it does not position itself as an ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives