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Building 2HEIRLOOM CAPITAL MANAGEMENT, L.P.

Map pinGREENWICH, CT
Phone203-622-5700
NotebookSEC #801-64087
Total AUM
$236.5M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
411 W. PUTNAM AVENUE
SUITE 305
GREENWICH
CT 06830
USA
Operating Hours
8-5
Monday - Friday
Phone
203-622-5700

ReceiptFinancials

Total AUM
$236.5M
Accounts
5
Discretionary
$236.5M
Accounts
5
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CT

HandshakeAffiliates

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

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