# Heights Investment Partners, LLC

> Heights Investment Partners, LLC is a state-registered investment advisory firm in Houston, TX, registered since 2016, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 16, 2026.

- CRD: 284688
- Filed as: HEIGHTS INVESTMENT PARTNERS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: January 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/284688
- AdvisorCensus page: https://advisorcensus.com/firm/heights-investment-partners-llc-houston-tx-284688

## Quick answers

**How is Heights Investment Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Heights Investment Partners, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Heights Investment Partners, LLC located?**
Heights Investment Partners, LLC's principal office is in Houston, TX, according to its Form ADV.

**Is Heights Investment Partners, LLC registered with the SEC or a state?**
Heights Investment Partners, LLC is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 284688.

**How much does Heights Investment Partners, LLC manage?**
Heights Investment Partners, LLC reports $95,579,412 in regulatory assets under management in its Form ADV filing dated January 16, 2026 (100% discretionary).

**What types of clients does Heights Investment Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (52); individuals (other than high net worth individuals) (17); pooled investment vehicles (other than investment companies and business development companies) (5).

**Does Heights Investment Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/284688

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $95,579,412
- Discretionary: $95,579,412
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 17 | $6,183,721 |
| High net worth individuals | 52 | $82,086,571 |
| Pooled investment vehicles (other than investment companies and business development companies) | 5 | $6,517,805 |
| Charitable organizations | 2 | $791,315 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2016 (10 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- heightsip.com
- LinkedIn @25044186

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Heights Investment Partners, LLC (CRD 284688): Form ADV filing data as of October 2026.