Heirloom Investment Management LLC
Heirloom Investment Management LLC is an SEC-registered asset manager with $116.9M assets under management (AUM, regulatory AUM), -6% over one year. See who owns Heirloom Investment Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 281357, SEC 801-107295, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $116.9M (2026-03-31)
- Firm type
- Asset Manager
- Employees
- 5
- Clients
- 3
- CRD
- 281357
- Ownership
- DOVER, GEOFF, JOHN; BEASANT, DONNA, CLARE; Faruqui, Omar; GOLUBOFF, LOUIS, HEARN; Hirshfeld, Beth, Sarah
How much AUM does Heirloom Investment Management LLC have?
Heirloom Investment Management LLC reported $116.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Heirloom Investment Management LLC?
Disclosed owners and executives of Heirloom Investment Management LLC include DOVER, GEOFF, JOHN, BEASANT, DONNA, CLARE, Faruqui, Omar, GOLUBOFF, LOUIS, HEARN, Hirshfeld, Beth, Sarah. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.