| Name | Title | Ownership | Since |
|---|---|---|---|
| Blake Hamilton Lambert West Control | Chief Technology Officer/Co-Founder | Under 5% | 2023 |
| Michael Samuel Sall Control | Chief Executive Officer/Co-Founder/Cco | Under 5% | 2023 |
| Warbler Labs Incorporated Control | Owner | Over 75% | 2023 |
Heron Advisory Inc. reports $15.3 million in regulatory assets under management on its Form ADV.
Heron Advisory Inc. reports 17 employees.
Heron Advisory Inc. is based in San Francisco, CA and has been SEC-registered since 2023.
Heron Advisory Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2601 Mission Street, Suite 800, San Francisco, CA 94110 |
| Phone | 510-214-6602 |
| Fax | N/A |
| Office hours | By Appointment Only |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $15.3M |
| Non-discretionary | $0 |
| Total (RAUM) | $15.3M |