# HEIRLOOM INVESTMENT MANAGEMENT LLC

HEIRLOOM INVESTMENT MANAGEMENT LLC is an SEC-registered investment adviser.

## Registration

- CRD: 281357
- Type: SEC-registered investment adviser
- SEC file number: 801-107295
- Phone: 484-352-3867
- Latest filing: 2026-03-31
- Regulatory AUM: $116.9M
- Discretionary AUM: $41.5M
- Non-discretionary AUM: $75.4M
- Clients: 5
- Accounts: 5

## Business model

- Compensation: % of AUM, Performance
- Clients served: High net worth, Pooled vehicles, Investment cos

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| [Geoff John Dover](https://search.stillhousedata.com/person/707255) | MANAGING MEMBER; MANAGING MEMBER, CIO | — |
| [Beth Sarah Hirshfeld](https://search.stillhousedata.com/person/707256) | MEMBER & VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| [BEASANT DONNA CLARE](https://search.stillhousedata.com/person/807415) | CHIEF COMPLIANCE OFFICER | — |
| [DOVER GEOFF](https://search.stillhousedata.com/person/816194) | PRESIDENT, CIO, CCO | — |
| [DOVER GEOFF JOHN](https://search.stillhousedata.com/person/837031) | MANAGING MEMBER; MANAGING MEMBER, CIO; MANAGING MEMBER, PRESIDENT, CIO, CCO (+1 more) | — |
| [Faruqui Omar](https://search.stillhousedata.com/person/837032) | MANAGER; OWNER | — |
| [Sawatzky Douglas Mark](https://search.stillhousedata.com/person/846522) | CHIEF COMPLIANCE OFFICER | — |
| [Panday Anshul](https://search.stillhousedata.com/person/854689) | CHIEF COMPLIANCE OFFICER | — |
| [GOLUBOFF LOUIS HEARN](https://search.stillhousedata.com/person/858167) | CHIEF COMPLIANCE OFFICER AND VICE-PRESIDENT OPERATIONS | — |
| [Hirshfeld Beth Sarah](https://search.stillhousedata.com/person/864925) | MEMBER & VICE PRESIDENT; MEMBER & VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| [Finnegan Gerard Oliver](https://search.stillhousedata.com/person/881304) | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATIONS OFFICER | — |
| [Franklin Adam Ray](https://search.stillhousedata.com/person/881305) | CHIEF FINANCIAL OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/281357/brochure
- Similar advisers: https://search.stillhousedata.com/firm/281357/similar
- Related entities: https://search.stillhousedata.com/firm/281357/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/281357

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.