1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2HERON BAY CAPITAL PARTNERS LP

Map pinSTAMFORD, CT
Phone203-351-3221
NotebookSEC #801-117636
Total AUM
$100.8M
Employees
5
Clients
6

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
262 HARBOR DRIVE
FLOOR 2
STAMFORD
CT 06902
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
203-351-3221

ReceiptFinancials

Total AUM
$100.8M
Accounts
6
Discretionary
$100.8M
Accounts
6
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

HNW Individual Clients
5
AUM
$800.9K
Investment Company Clients
1
AUM
$100M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Institutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account