A complete list of active advisors currently associated with Heights LLC
Warmer can help you find a great advisor at Heights LLC or one who fits your needs even better.
Heights LLC provides discretionary and non‑discretionary investment management to high‑net‑worth individuals and private funds, delivering separately managed accounts and advisory services to pooled investment vehicles. As of December 31, 2025, the firm reported approximately $239,198,371 in assets under management across 11 clients and operates with a single advising professional. The firm customizes Investment Policy Statements for each client and employs proprietary fundamental, technical, and cyclical analysis across a range of strategies (long‑term, short‑term, trading, options, and margin), occasionally facilitating IPO participation at client request. A meaningful portion of its AUM is managed on a non‑discretionary basis (about $170,236,481 non‑discretionary versus $68,961,889 discretionary), and qualified clients may be charged performance‑based fees (published example: a 2.00% management fee plus a 20% performance allocation with a high‑water mark). Heights acts as a sponsor and general partner for private investment vehicles, including Heights Fund I LP (focused on growth companies) and special purpose vehicles such as Mindful Heights LLC (targeting a venture investment in OrangeDot, Inc.) and Dill Project LLC (intended to hold prospective interests in Major League Pickleball), and allocates carried interest to managers. The firm’s active role as a private fund adviser, its management of pooled vehicles and SPVs, and its use of performance fees and carried interest arrangements are specific features that distinguish its business model from many supported peers that primarily provide only separately managed accounts.
To learn more about the advisors currently working at Heights LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Los Angeles, CA
| 19
|
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