Heronetta Management, L.p.
Heronetta Management, L.p. is an SEC-registered wealth manager in New York, NY with $253.6M assets under management (AUM, regulatory AUM), -22% over one year. See who owns Heronetta Management, L.p.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 157307, SEC 801-73652, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $253.6M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- New York, NY
- Employees
- 5
- Clients
- 28
- CRD
- 157307
- Ownership
- SCOTT, JEFFREY, JOSEPH; BRECK, OWEN, I.; HERONETTA MANAGEMENT, LLC; BRECK, HENRY, REYNOLDS; BRECK, CHRISTOPHER, MCCRARY
How much AUM does Heronetta Management, L.p. have?
Heronetta Management, L.p. reported $253.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Heronetta Management, L.p.?
Disclosed owners and executives of Heronetta Management, L.p. include SCOTT, JEFFREY, JOSEPH, BRECK, OWEN, I., HERONETTA MANAGEMENT, LLC, BRECK, HENRY, REYNOLDS, BRECK, CHRISTOPHER, MCCRARY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.