Heronbridge Investment Management provides investment management services, specializing in publicly traded equity securities of companies primarily located in the United Kingdom. They manage commingled funds for US and non-US investors, as well as separate accounts. Heronbridge uses a bottom-up value investment approach, focusing on companies with low price-to-earnings, cash flow, asset value, or sales ratios. They do not offer financial planning, quantitative planning, or market timing services.
Assets Under Management$1.3B
Clients4
AdvisorsN/A
Avg. per Client$340M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $15.0M | 1.00% |
| $15.0M - $40.0M | 0.90% |
| $40.0M - $115.0M | 0.70% |
| $115M+ | 0.60% |
Fee scales for non-US funds are available upon request. Fees are not generally negotiable, but may be rebated based on the relationship with Heronbridge, assets invested, and other factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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