RIA Intel›Advisers›Texas›HEIGHTS INVESTMENT PARTNERS, LLC

HEIGHTS INVESTMENT PARTNERS, LLC

Advisory

HOUSTON, TX

Data as of Jan 16, 2026 · Source: SEC Form ADV

Rank in TX

#1,455

of 2,813 advisers by AUM

Average account

$846K

across 113 accounts

AUM per adviser

$48M

2 advisers

Source: SEC Form ADV. Figures as filed Jan 16, 2026.

Total AUM

$96M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$96M

Discretionary AUM$96M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients76

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InLA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

76 clients

52 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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