Heronbridge Investment Management LLP
● SEC registered since 2012CRD 164314SEC# 801-76855Bath
Ranks #3,083 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$935.3M
Fund GAV
$92.9M
Private funds
1
Employees
11
Accounts
5
Location
Bath
Heronbridge Investment Management LLP assets under management
Heronbridge Investment Management LLP operates as an SEC-registered investment adviser based in Bath. The firm has been registered since 2012. It reports $935.3 million in regulatory assets under management and employs 11 people. Heronbridge Investment Management LLP manages 1 private fund with combined gross assets of $92.9 million, including Heronbridge Value Equity Fund. By regulatory assets, it ranks 3,083 of 6,004 private fund managers.
Heronbridge Investment Management LLP private funds
1 funds · $92.9M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Heronbridge Value Equity Fund | Other Private | $92.9M | $5M |
Heronbridge Investment Management LLP owners & executives
12 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Heronbridge Limited Control | Limited Partner | Over 75% | 2005 |
| Katie Louise McMahon Control | Executive Committee Member, Partner, Chief Operating Officer, Chief Compliance Officer | Under 5% | 2018 |
| Lucy Anna Crawford Control | Non-Executive Committee Member | Under 5% | 2018 |
See all 12 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Heronbridge Investment Management LLP manage?
Heronbridge Investment Management LLP reports $935.3 million in regulatory assets under management on its Form ADV.
How many private funds does Heronbridge Investment Management LLP manage?
Heronbridge Investment Management LLP manages 1 private funds with combined gross assets of $92.9 million.
How many employees does Heronbridge Investment Management LLP have?
Heronbridge Investment Management LLP reports 11 employees.
Where is Heronbridge Investment Management LLP located?
Heronbridge Investment Management LLP is based in Bath and has been SEC-registered since 2012.
Does Heronbridge Investment Management LLP disclose fund performance?
Heronbridge Investment Management LLP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 24 Gay Street, Bath BA1 2PD |
| Phone | 011-441225 328300 |
| Fax | 011-441225 442839 |
| Office hours | 08.30-17.30 |
| SEC region | HQ |
| Discloses disciplinary history | No |
Regulatory AUM
$935.3M▼ 31%
Jun '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 34%
Larger than 66% of 16,271 advisers
AUM vs fund managersTop 51%
Larger than 49% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$935.3Mregulatory AUM
Discretionary $935.3M