Heron View Partners offers investment management services to sophisticated institutional and ultra-high net worth individual investors through separate managed accounts and private funds. Heron View tailors its advisory services to each client's needs, aiming for consistent, long-term results. The firm operates through multiple affiliates to provide global investment capabilities. Heron View's investment strategies include direct investments, secondary investments, and primary partnership investments, as well as co-investments in third-party private funds and portfolio companies.
Fee Structure
Heron View Partners' investment advisory fees are negotiable and based on a percentage of the total assets managed for each client. Fee arrangements vary by client and are based on factors including investment mandate, services performed, account size, client relationship, and structure. Fees charged for the management and administration of private funds tend to be higher than for separate managed accounts.