Heron View Partners LLC

RIASEC RegisteredEst. 1983

Total AUM

$2.7B

Discretionary

$2.7B

100% of AUM

Avg account

$103M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 105926
Registered since: May 2, 1983
Website: www.pinebridge.com
Custodians: STATE STREET BANK AND TRUST COMPANY, THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles98.02%
Charitable Organizations0.95%
Other0.59%
Pension & Profit Sharing Plans0.44%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Heron View Partners LLC is structured as a limited liability company and operates as a private equity fund manager focused on institutional clients. The firm has been SEC-registered since 1983 and provides portfolio management for pooled vehicles as well as for businesses and other institutions. It also carries CPO/CTA designations and serves in sponsor/GP/managing-member roles for pooled investment vehicles. Compensation mixes a percentage-of-AUM fee with performance-based fees. The firm identifies itself as an active ESG investor and reports ownership that includes both foreign-entity and individual interests.