# Heirloom Investment Management

Heirloom Investment Management is a Family Office based in Wilmington, United States.

## Overview

- **Organization type:** Family Office
- **Headquarters:** Wilmington, United States
- **Region:** Middle East
- **Address:** 501 Silverside Road, Suite 105, Wilmington, Delaware, 19809, United States
- **Founded:** 2009
- **Assets under management:** Undisclosed
- **Website:** www.heirloominvesting.com
- **LinkedIn:** https://www.linkedin.com/company/heirloom-investment-management

## Regulatory record

- **CRD number:** 281357
- **SEC file number:** 801-107295
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0

## About

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.

## Sectors

- Alternatives

## Offices

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

## Questions

### Who runs investment decisions at Heirloom Investment Management?

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

### 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.

## Related profiles

- [Heikintorppa](https://altss.com/profile/heikintorppa)
- [Helun Family Office](https://altss.com/profile/helun-family-office)

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Updated: 2026-06-03T20:00:00.000Z

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