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
| 18
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")