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Building 2BLUE HERON INFRASTRUCTURE

Map pin
Phone781-729-0962
NotebookSEC #801-121601
Total AUM
$43.7M
Employees
3
Clients
77

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
5-Sep
Monday - Friday
Phone
781-729-0962

ReceiptFinancials

Total AUM
$43.7M
Accounts
77
Discretionary
$43M
Accounts
76
Non-Discretionary
$763.9K
Accounts
1

ContactClients

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HNW Individual Clients
64
AUM
$32.6M
Pooled Vehicle Clients
3
AUM
$5M
Charitable Organization Clients
1
AUM
$344.3K
Corporation or Business Clients
9
AUM
$5.8M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLMANYTX

HandshakeAffiliates

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

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