Family OfficeRIA · CRD 281357SEC-RegisteredPrivate Fund Adviser

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Heirloom Investment Management

Heirloom Investment Management was established in 2009. It provides alternative investment access to ultra-high-net-worth individuals, family offices and small...

Heirloom Investment Management logo

Heirloom Investment Management

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.

General information

Firm type

Family Office

Year founded

2009

AUM

Undisclosed

Location

Region

Middle East

Country

United States

City

Wilmington

Corporate office

501 Silverside Road, Suite 105, Wilmington, Delaware, 19809, United States

Additional offices

Palm Beach Gardens, FL, United States · Dubai, United Arab Emirates · George Town, Cayman Islands

Sector focus

Alternatives

Frequently asked questions

Who runs investment decisions at Heirloom Investment Management?

No named principals or investment committee members are identified in public sources.

How does Heirloom Investment Management source proprietary deal flow?

The firm states it uncovers opportunities tied to global trends or special situations and may partner with domain experts to develop investments from the ground up.

Does Heirloom Investment Management participate in fund commitments or only direct deals?

Heirloom offers both specific alternative funds and co-investment opportunities, as well as managed accounts that can include a mix of both.

What investment stages does Heirloom Investment Management typically target?

No explicit stage focus such as venture, growth or buyout is stated in available materials.

Where does the underlying wealth come from?

Wealth origin is not publicly disclosed.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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