Heirloom Investment Management

Overview

Heirloom Investment Management was established in 2009. It provides alternative investment access to ultra-high-net-worth individuals, family offices and small institutions. The firm deploys capital across alternative funds, co-investment pools and bespoke managed accounts. These vehicles cover niche strategies that are typically difficult for investors to access directly. Geographic reach includes the United States and the United Arab Emirates. No recent operational events from the last 24 months are recorded in available sources. Team size and additional vehicles remain undisclosed. Heirloom structures its offerings around three distinct channels—its flagship fund, pooled co-investments and customized advisory mandates—allowing clients to select exposure levels that match defined risk and return parameters.