BLUE HERON INFRASTRUCTURE
other names
- BLUE HERON INFRASTRUCTURE
- BLUE HERON INFRASTRUCTURE INC
Adviser Profile
| As of Date | 03/31/2025 |
| Adviser Type | |
| Number of Employees | 3 |
| of those in investment advisory functions | 1 |
| Registration | Massachusetts, Approved, 06/10/2024 |
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| Former registrations | |
| AUM* | 43,714,882 |
| of that, discretionary | 42,950,971 |
| Private Fund GAV* | 0 |
| Avg Account Size | 567,726 |
| % High Net Worth | 83.12% |
| SMA’s | No |
| Private Funds | 2 |
| Contact Info | 781 xxxxxxx |
| Websites |
Client Types
- High net worth individuals
- Pooled investment vehicles
- Charitable organizations
- Corporations or other businesses not listed above
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
1
1
1
1
Private Funds
Employees
Private Funds Structure
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypeOther Private Fund | Count2 | GAV$3,757,429 |