James Albert Abate
AdministratorHeartwood Funds, LLCCRD 1496799
About James Albert Abate
James Albert Abate is listed as Administrator at Heartwood Funds, LLC in New York, NY. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Heartwood Funds, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does James Albert Abate work?
James Albert Abate is listed as Administrator at Heartwood Funds, LLC on SEC Form ADV.
How much of Heartwood Funds, LLC does James Albert Abate own?
Form ADV reports a beneficial ownership band of Under 5%.
Heartwood Funds, LLC
| Title | Administrator |
| Ownership | Under 5% |
| Control person | No |
| Since | 2026 |