Managers/Private equity/Heirloom Investment Management
Heirloom Investment Management
Heirloom Investment Management is a private equity manager. It is registered with the SEC as an investment adviser with $116.9M in regulatory assets and 5 staff. It has 1 fund on file, the latest reported in May 2023.
Funds on file
1
Raised, all funds
$9.8M
Regulatory assets
$116.9M
Staff
5
Pension investors
None found
See the adviser's own filing →
Latest fund filing
Funds
DateFundTypeRaisedTarget
Adviser record
RegistrationRegistered with the SEC as an investment adviser.
Regulatory assets$116.9M
Employees5
Clients3 private funds.
Control personsGeoff, John Dover, Beth, Sarah Hirshfeld.
Private funds3 private funds holding $100.4M in gross assets.
Private funds it reports
FundTypeGross assets
Ocorian Singapore Trust Company Pte LTD AS Trustee of Fidelis Fund
Hedge fund
$76.7M
Heirloom Investment Fund SPC - Heirloom Fixed Return Fund SP
Hedge fund
$19M