HEIRLOOM INVESTMENT MANAGEMENT LLC is an SEC-registered investment adviser (CRD 281357). Regulatory assets under management: $116.9M.
Compensation: % of AUM, Performance.
Clients served: High net worth, Pooled vehicles, Investment cos.
| Name | Role | Location |
|---|---|---|
| Geoff John Dover | MANAGING MEMBER; MANAGING MEMBER, CIO | — |
| Beth Sarah Hirshfeld | MEMBER & VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| BEASANT DONNA CLARE | CHIEF COMPLIANCE OFFICER | — |
| DOVER GEOFF | PRESIDENT, CIO, CCO | — |
| DOVER GEOFF JOHN | MANAGING MEMBER; MANAGING MEMBER, CIO; MANAGING MEMBER, PRESIDENT, CIO, CCO (+1 more) | — |
| Faruqui Omar | MANAGER; OWNER | — |
| Sawatzky Douglas Mark | CHIEF COMPLIANCE OFFICER | — |
| Panday Anshul | CHIEF COMPLIANCE OFFICER | — |
| GOLUBOFF LOUIS HEARN | CHIEF COMPLIANCE OFFICER AND VICE-PRESIDENT OPERATIONS | — |
| Hirshfeld Beth Sarah | MEMBER & VICE PRESIDENT; MEMBER & VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| Finnegan Gerard Oliver | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATIONS OFFICER | — |
| Franklin Adam Ray | CHIEF FINANCIAL OFFICER | — |