HERONETTA MANAGEMENT, L.P.

RIASEC RegisteredEst. 2012

Total AUM

$254M

Discretionary

$254M

100% of AUM

Avg account

$9.1M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 157307
Registered since: March 30, 2012
Website: www.heronmgmt.com
Custodians: MORGAN STANLEY & CO. LLC, UBS FINANCIAL SERVICES INC., J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM
Client types: HNWI64.41%
Pooled Investment Vehicles35.59%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Heronetta Management, L.P. is a limited partnership registered with the SEC since 2012 that provides portfolio management for both individuals/families and institutional clients. The firm bills on a percentage-of-AUM basis and reports advisory activity across separate account management for individuals/small businesses and portfolio management for pooled investment vehicles. Heronetta identifies as neither an active ESG investor nor a multi-state adviser and is not positioned as a pension consultant. Corporate structure and filings indicate ownership links to a domestic entity and an individual, and the firm also serves as sponsor/GP/managing member of pooled vehicles.