Heard Capital LLC

Fee-Only (% of Portfolio)

Heard Capital provides investment advice to private investment funds and separately managed accounts for institutional investors. Heard Capital focuses on investment opportunities across five sectors: technology, media, telecom, financials and industrials. The firm's primary strategy targets publicly traded securities and private company loans.

Assets Under Management$1.9B
Clients9
Advisors2
Avg. per Client$210M
Avg. per Advisor$960M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

2 Advisors at this firm

Heard Capital LLC | TrueAdvisor