Heronbridge

Overview

Heronbridge is organized as a limited liability partnership and registered with the SEC since 2012. Ownership is a mix of a foreign entity and an individual. The firm primarily serves institutional clients and charges advisory fees calculated as a percentage of assets under management. Its regulatory and operating footprint includes activity as a commodity pool operator / commodity trading advisor (CPO/CTA) and it provides portfolio management across individuals/small businesses, pooled investment vehicles, and business or institutional clients. Heronbridge does not present itself as a capital allocator and is not identified as an active ESG investor or a multi-state adviser. Filings also list roles tied to pooled vehicles—sponsor, general partner, or managing member—alongside its adviser and CPO/CTA designations.

Assets & Accounts

Public Holdings

Investments & Alternatives