Heronbridge

RIASEC RegisteredEst. 2012

Total AUM

$1.3B

Discretionary

$1.3B

100% of AUM

Avg account

$270M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Bath,
CRD number: 164314
Registered since: July 9, 2012
Website: www.heronbridge.com
Custodians: J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM
Client types: Pooled Investment Vehicles93.77%
Charitable Organizations6.23%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Heronbridge is a limited liability partnership that specializes in portfolio management for a variety of clients, including individuals, small businesses, pooled investment vehicles, and institutions. Established in 2012, the firm operates primarily as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA). Heronbridge focuses on institutional clients and employs a fee structure based on a percentage of assets under management (AUM). The firm does not engage in active ESG investing and is not classified as a multi-state adviser.