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Building 2HERON VIEW PARTNERS LLC

Map pinNEW YORK, NY
Phone929-999-6381
NotebookSEC #801-18759
Total AUM
$2.7B
Employees
17
Clients
26

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
747 THIRD AVENUE
21ST FLOOR
NEW YORK
NY 10017
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
929-999-6381
Other Offices
1

ReceiptFinancials

Total AUM
$2.7B
Accounts
26
Discretionary
$2.7B
Accounts
26
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
23
AUM
$2.6B
Pension/Profit Sharing Plan Clients
1
AUM
$11.8M
Charitable Organization Clients
1
AUM
$25.3M
Other Clients
1
AUM
$15.9M
Description of Other Clients
TRUSTS

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 8 other businesses.

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