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BLUE HERON INFRASTRUCTURE INC

Advisory

N·

Data as of Mar 28, 2024 · Source: SEC Form ADV

Total AUM
$44M
1-Year AUM Growth
-25.3%
3-Year CAGR
-25.0%
Employees
1
Assets Under Management
Total AUM$44M
Discretionary AUM$43M
Non-Discretionary AUM$764K
Discretionary %98.3%
Total Clients77
Team
Total Employees1
Investment Advisers3
Employee Growth (1Y)—
Filing History
Total Filings on Record8
First FilingMay 26, 2021
Latest FilingMar 28, 2024
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
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👥 Owners & Officers

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🏦 Client Demographics

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