LOS ANGELES, CACRD 315969Latest ADV March 31, 2026
Heights LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Los Angeles, CA. Its latest Form ADV filing, dated March 31, 2026, reports $239M in regulatory assets under management, 3 employees, and 14 accounts.
Assets Under Management
$239M
Employees
3
Offices
--
Total Clients
14
Primary office
LOS ANGELES, CA
11111 SANTA MONICA BLVD, SUITE 2100, LOS ANGELES, CA, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 78.6% of total clients.
Top client categories% of clientsClients
1
HNWI
78.6%
11
2
Pooled Investment Vehicles
21.4%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$239Mas of March 31, 2026
Discretionary28.8%
$69M
29% of total RAUM28.8%
Non-discretionary71.2%
$170M
71% of total RAUM71.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$239M
Total Accounts14
10Y AUM Change+$86M (+56.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee5:1
10Y Employee Change+1 (+50.0%)
* 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.