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HERON VIEW PARTNERS LLC
CRD 105926 · SEC 801-18759
747 THIRD AVENUE, 21ST FLOOR, NEW YORK, NY, 10017, United States
Phone
929-999-6381
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.67B
Discretionary AUM
$2.67B
Team
17 total employees; 14 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-28
Disciplinary history
No
Services
Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 23 | $2.62B |
States served
CA, NY, PA, TX
All web addresses on file
Official SEC filing: View on IAPD