A complete list of active advisors currently associated with Heronwood Capital LLC
Warmer can help you find a great advisor at Heronwood Capital LLC or one who fits your needs even better.
Heronwood Capital serves a small book of individual, trust, institutional, corporate and charitable clients through tailored consulting and asset-management engagements. The firm’s consulting services cover a broad range of limited-scope projects—estate planning, real estate investment opportunities, private placements and private equity, structured finance, lending, business development and mergers and acquisitions—while its asset management work is offered on both discretionary and non-discretionary terms. The firm’s investment approach is client‑specific, matching portfolios to stated time horizons and investment comfort levels and allocating across ETFs, stocks, fixed income, options, private placements and other instruments; it may use short selling, margin and hedging and can move to cash as market conditions warrant. A large majority of the firm’s assets are managed on a non‑discretionary basis, and Heronwood commonly acts as a third‑party advisor to existing advisor/client relationships rather than as sole implementer. Distinctive features for a single‑advisor independent firm include a small number of accounts combined with a high non‑discretionary AUM concentration and work for institutional and corporate clients. The brochure also discloses several conflicts and operational nuances that set the firm apart from peers—recommendations tied to prior relationships with a major broker, acceptance of compensation for some product sales, and occasional investments made using the firm’s own balance sheet—which the firm says it discloses to and seeks to mitigate with clients.
To learn more about the advisors currently working at Heronwood Capital 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 |
|---|---|---|
Washington, DC
| 14
|
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