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Building 2HEARTWOOD FUNDS

Map pinNEW YORK, NY
Phone212-918-4706
NotebookSEC #801-66295
Total AUM
$317.6M
Employees
2
Clients
3

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
48 WALL STREET
SUITE 1100
NEW YORK
NY 10005
United States
Operating Hours
8:30 - 5:30 EST
Monday - Friday
Phone
212-918-4706

ReceiptFinancials

Total AUM
$317.6M
Accounts
3
Discretionary
$88.9M
Accounts
2
Non-Discretionary
$228.7M
Accounts
1

ContactClients

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Pooled Vehicle Clients
2
AUM
$88.9M
Sovereign Wealth Fund Clients
1
AUM
$228.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
DENY

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

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