← Directory
HERON VIEW PARTNERS LLC
CRD 105926File 801-18759
APPROVED
Custody
Filing as of Jul 14, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.67B
Top 25% of cohort (national)
Discretionary AUM
$2.67B
Clients
23
26 accounts
Employees
17
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- May 2, 1983
- Principal office
- 747 THIRD AVENUE, 21ST FLOOR, NEW YORK, NY, 10017
- Phone
- 929-999-6381
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.67B
- Discretionary AUM
- $2.67B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 26
- Non-discretionary accounts
- 0
- Total accounts
- 26
- AUM per client
- $116.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $25.3M |
| Pooled investment vehicles | 23 | $2.62B |
| Pension and profit sharing plans | Fewer than 5 | $11.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 18 | 17 | decreased by1 |
| Apr 1, 2026 | Clients | 28 | 23 | decreased by5 |
| Apr 1, 2026 | AUM | $3,132,904,287 | $2,674,376,492 | decreased by$458,527,795 |
| Apr 1, 2026 | Accounts | 31 | 26 | decreased by5 |
| Feb 1, 2026 | Employees | 249 | 18 | decreased by231 |
| Feb 1, 2026 | Clients | 321 | 28 | decreased by293 |
| Feb 1, 2026 | AUM | $73,238,206,202 | $3,132,904,287 | decreased by$70,105,301,915 |
| Feb 1, 2026 | Accounts | 573 | 31 | decreased by542 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 277 | 249 | decreased by28 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 310 | 321 | increased by11 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $68,886,378,735 | $73,238,206,202 | increased by$4,351,827,467 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 564 | 573 | increased by9 |
| Apr 1, 2022 | Clients | 290 | 310 | increased by20 |
| Apr 1, 2022 | AUM | $58,131,268,446 | $68,886,378,735 | increased by$10,755,110,289 |
| Apr 1, 2022 | Accounts | 297 | 564 | increased by267 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “HERON VIEW” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HERON VIEW” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.