# HEFFERNAN & ASSOCIATES, INC.

HEFFERNAN & ASSOCIATES, INC. is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 104934
- **SEC file number:** 801-25088
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/104934

## About

HEFFERNAN & ASSOCIATES, INC. is an SEC-registered investment adviser in ST LOUIS, MO. The firm manages approximately $19 million in regulatory assets. It has 2 employees and 1 investment adviser.

## Sectors

- Real Estate
- Private Credit
- Hedge Funds
- Infrastructure

## Questions

### Who runs investment decisions at Heffernan & Associates?

Public records do not identify specific named principals or investment committee members at Heffernan & Associates. The firm operates as a registered investment advisor, meaning investment decisions are made by a team of advisors and portfolio managers subject to fiduciary duty. Client portfolios are customized based on individual risk profiles and goals.

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Last updated: 2026-07-06T01:24:18.055Z

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