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Heronbridge Investment Management LLP

● SEC registered since 2012CRD 164314SEC# 801-76855Bath
Export (members)
Ranks #2,316 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$1.35B
Fund GAV
$176.1M
Private funds
1
Employees
12
Accounts
5
Location
Bath

Heronbridge Investment Management LLP assets under management

Heronbridge Investment Management LLP operates as an SEC-registered investment adviser based in Bath. The firm has been registered since 2012. It reports $1.3 billion in regulatory assets under management and employs 12 people. Heronbridge Investment Management LLP manages 1 private fund with combined gross assets of $176.1 million, including Heronbridge Value Equity Fund. By regulatory assets, it ranks 2,316 of 5,911 private fund managers.
www.heronbridge.comView on SEC.gov ↗

Heronbridge Investment Management LLP private funds

1 funds · $176.1M GAV
FundTypeGross assetsMin.
Heronbridge Value Equity FundOther Private$176.1M$5M

Heronbridge Investment Management LLP owners & executives

11 reported
NameTitleOwnershipSince
Heronbridge Limited ControlLimited PartnerOver 75%2005
Katie Louise McMahon ControlExecutive Committee Member, Partner, Chief Operating Officer, Chief Compliance OfficerUnder 5%2018
Lucy Anna Crawford ControlNon-Executive Committee MemberUnder 5%2018
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Frequently asked questions

How much does Heronbridge Investment Management LLP manage?

Heronbridge Investment Management LLP reports $1.3 billion in regulatory assets under management on its Form ADV.

How many private funds does Heronbridge Investment Management LLP manage?

Heronbridge Investment Management LLP manages 1 private funds with combined gross assets of $176.1 million.

How many employees does Heronbridge Investment Management LLP have?

Heronbridge Investment Management LLP reports 12 employees.

Where is Heronbridge Investment Management LLP located?

Heronbridge Investment Management LLP is based in Bath and has been SEC-registered since 2012.

Does Heronbridge Investment Management LLP disclose fund performance?

Heronbridge Investment Management LLP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address24 Gay Street, Bath BA1 2PD
Phone011-441225 328300
Fax011-441225 442839
Office hours08.30-17.30
SEC regionHQ
Discloses disciplinary historyNo

Assets under management

Discretionary$1.35B
Non-discretionary$0
Total (RAUM)$1.35B

Service providers

Auditor
Ernst & Young
Custodian
Northern Trust
Administrator
Northern Trust