The HERONBRIDGE INVESTMENT MANAGEMENT is a privately held investment adviser that advises $1.28Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. HERONBRIDGE INVESTMENT MANAGEMENT is a Public/Private Fund Assets decreased by 60.93% over the last 5-years.
The Group has been registered with the SEC for 14.07 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 24 GAY STREET, BATH, -. The Group has not been subject to regulatory enforcement actions. They are regulated by 5 US and Non-US bodies.
They have 11 employees comprised of 4 investment and 7 non-investment staff. The total number of Employees decreased by 8.33% over the last 5-years.
Their $1.28Bn in assets advised are owned by 4 private funds, 2 public funds and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $913.03mn or 71.42% of Total Assets and Investment Companies (IC) own $343.1mn or 26.84% of Total Assets.
The Group's top investment strategies include Long/Short Equity, representing 100% of total assets, respectively.
They advise 2 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and Investment Companies (IC).
The Group uses 2 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 2 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
HERONBRIDGE INVESTMENT MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.