HERONWOOD CAPITAL LLC

HERONWOOD CAPITAL LLC is an SEC-registered investment adviser (CRD 290176). Regulatory assets under management: $59.4M.

Registration

• CRD: 290176
• Type: Registered investment adviser
• Phone: (202) 871-7272
• Latest filing: 2026-03-20
• Regulatory AUM: $59.4M
• Discretionary AUM: $3.0M
• Non-discretionary AUM: $56.4M
• Clients: 1
• Accounts: 31

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: High net worth, Pooled vehicles, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 290176 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search