HERON VIEW PARTNERS LLC
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
FINTRXOverview
Heron View Partners LLC is a boutique manager that operates as a hybrid hedge fund/private equity manager focused on institutional pooled vehicles. Filings show the firm serves an institutional client base and runs pooled investment vehicles while also providing portfolio management for businesses and institutions. Investment activity concentrates on private-market strategies and fund-level exposure: private equity is the dominant allocation, with a sizable hedge fund program alongside selective private credit exposures. The firm operates with a fee mix that includes both an asset-based fee and performance-based compensation, consistent with active manager structures that pursue absolute and relative returns. Operationally, Heron View Partners functions as a CPO/CTA and is organized as an LLC. It is not positioned as an ESG-driven manager, and it does not identify as a multi-state or newly formed adviser. The firm’s deployment choices and vehicle structure indicate a manager that sources and allocates to external private fund managers while also managing its own pooled funds.
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 Funds100%
Owners & executives
1 of 1JOSEPH DIBARTOLO
Chief Compliance OfficerCRD 1626360
Contacts
2 of 2MARIA RUFF
Senior Vice President, Private Funds GroupCRD 5005131
STEVEN COSTABILE
Global Head of Private Funds GroupCRD 1763664
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 747 3rd Ave
- Time zone
- ET (UTC-5)
- Office locations
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