{
  "crd_number": 105926,
  "slug": "heron-view-partners-llc-new-york-ny-105926",
  "primary_business_name": "HERON VIEW PARTNERS LLC",
  "legal_name": "HERON VIEW PARTNERS LLC",
  "dbas": [],
  "city": "New York",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1983-05-02",
  "years_registered": 43,
  "period": "2026-10-01",
  "filing_date": "2026-07-14",
  "carried_forward": false,
  "raum_total": 2674376492.0,
  "raum_discretionary": 2674376492.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 17,
  "advisory_employees": 14,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 15860420.0,
      "count": null,
      "description": "TRUSTS",
      "fewer_than_5": true
    },
    "charitable": {
      "raum": 25319895.0,
      "count": null,
      "fewer_than_5": true
    },
    "pension_profit_sharing": {
      "raum": 11783274.0,
      "count": null,
      "fewer_than_5": true
    },
    "pooled_investment_vehicles": {
      "raum": 2621412903.0,
      "count": 23
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "NY",
    "PA",
    "TX"
  ],
  "websites": [
    "https://heronviewpartners.com",
    "https://linkedin.com/company/heron-view-partners"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/105926",
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/heron-view-partners-llc-new-york-ny-105926",
  "display_name": "Heron View Partners LLC",
  "summary": "Heron View Partners LLC is an SEC-registered investment advisory firm in New York, NY, registered since 1983, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 14, 2026.",
  "citation": "AdvisorCensus. Heron View Partners LLC (CRD 105926): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Heron View Partners LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Heron View Partners LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Heron View Partners LLC located?",
      "a": "Heron View Partners LLC's principal office is in New York, NY, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Heron View Partners LLC registered with the SEC or a state?",
      "a": "Heron View Partners LLC is an SEC-registered investment advisory firm, registered since 1983. Status as filed: Approved. CRD 105926."
    },
    {
      "q": "How much does Heron View Partners LLC manage?",
      "a": "Heron View Partners LLC reports $2,674,376,492 in regulatory assets under management in its Form ADV filing dated July 14, 2026 (100% discretionary)."
    },
    {
      "q": "How have Heron View Partners LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Heron View Partners LLC: Regulatory assets under management: $58,131,268,446 in the October 2021 data and $2,674,376,492 in the October 2026 data, down 95%. Total employees: 277 in October 2021 and 17 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Heron View Partners LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (23)."
    },
    {
      "q": "Does Heron View Partners LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/105926"
    },
    {
      "q": "What changed in Heron View Partners LLC's recent Form ADV filings?",
      "a": "In the August 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 58131268446.0,
      "total_employees": 277,
      "filing_date": "2021-07-01"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 68886378735.0,
      "total_employees": 277,
      "filing_date": "2022-09-20"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 64582981907.0,
      "total_employees": 281,
      "filing_date": "2023-07-13"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 73896566106.0,
      "total_employees": 281,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 73238206202.0,
      "total_employees": 249,
      "filing_date": "2025-05-19"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2674376492.0,
      "total_employees": 17,
      "filing_date": "2026-07-14"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 18 to 14.",
        "Regulatory assets under management went from $3,132,904,287 to $2,674,376,492 (-15%)."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "No longer lists the business name Pinebridge Investments Partners, LLC (Relying Adviser).",
        "No longer lists the business name Pinebridge Investments LLC.",
        "Changed its legal name from Pinebridge Investments LLC to Heron View Partners LLC.",
        "Employees performing advisory functions went from 133 to 18.",
        "Regulatory assets under management went from $73,238,206,202 to $3,132,904,287 (-96%).",
        "Added an office in Mexico City.",
        "No longer lists an office in Fort Lauderdale, FL.",
        "No longer lists an office in Hingham, MA.",
        "No longer lists an office in Houston, TX.",
        "No longer lists an office in Los Angeles, CA.",
        "No longer lists an office in Westport, CT.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/heron-view-partners-llc-new-york-ny-105926.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 23,
      "fewer_than_5": false,
      "raum": 2621412903.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 11783274.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 25319895.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": null,
      "fewer_than_5": true,
      "raum": 15860420.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/105926",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}