Heronetta Management, L.P. is an SEC registered investment adviser organized as a limited partnership with a primary office location in New York, NY. Its latest Form ADV filing, dated March 31, 2026, reports $254M in regulatory assets under management, 5 employees, and 28 accounts.
Assets Under Management
$254M
Employees
5
Offices
--
Total Clients
28
Primary office
NEW YORK, NY
654 MADISON AVENUE, SUITE 1505, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 96.4% of total clients.
Top client categories% of clientsClients
1
HNWI
96.4%
27
2
Pooled Investment Vehicles
3.6%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$254Mas of March 31, 2026
Discretionary100.0%
$254M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$254M
Total Accounts28
10Y AUM Change$-68M (-21.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee6:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.