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 in 2012 that provides discretionary portfolio management to both individual/family clients and institutional investors. The firm charges fees as a percentage of assets under management and lists portfolio management for individuals/small businesses as well as for pooled investment vehicles among its advisory activities. Heronetta is not multi-state, not an ESG-focused investor, and is identified as a sponsor/GP/managing member of pooled investment vehicles, indicating it takes active roles in structuring or operating private investment vehicles in addition to advisory duties.