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Heronbridge Value Equity Fund

Other Private FundFund ID 805-4198040200Delaware, United States
Gross assets
$176.1M
Min. investment
$5M
Beneficial owners
11
Size rank
Top 33%
Audited
Yes
Structure
Standalone

About this fund

Heronbridge Value Equity Fund is a other private fund managed by Heronbridge Investment Management LLP. The fund reports $176.1 million in gross assets, placing it among the top 33% of private funds by size. The stated minimum investment is $5 million. Its financial statements are audited annually. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.

Fund details

Fund ID805-4198040200
Fund typeOther Private Fund — LONG ONLY PRIVATELY OFFERED COMMINGLED FUND
3(c)(1) exclusionNo
3(c)(7) exclusionYes
Master fundNo
Feeder fundNo
Fund of fundsNo
Relies on exemption from registrationYes
Annual auditYes
Prepared per GAAPYes
Sub-advisedNo
% of assets independently valued100%

Ownership

Owned by the adviser or related persons0%
Owned by funds of funds22%
Owned by non-U.S. persons0%

Other funds from this manager

None reported.

Frequently asked questions

How large is Heronbridge Value Equity Fund?

Heronbridge Value Equity Fund reports $176.1 million in gross assets, among the top 33% of private funds by size.

What is the minimum investment for Heronbridge Value Equity Fund?

The stated minimum investment is $5 million.

Who manages Heronbridge Value Equity Fund?

Heronbridge Value Equity Fund is managed by Heronbridge Investment Management LLP.

Does Heronbridge Value Equity Fund disclose returns?

No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.

Service providers

Prime broker
None reported
Administrator