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Heisner Financial
Heisner Financial, LLC is a state-registered investment adviser in St. Louis, MO. The firm manages approximately $40 million in regulatory assets.
Overview
Heisner Financial, LLC is a state-registered investment adviser in St. Louis, MO. The firm manages approximately $40 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Frequently asked questions
Who runs investment decisions at Heisner Financial?
The firm's investment leadership is not publicly disclosed. No named principals or investment professionals appear in public records or firm communications. This lack of transparency is uncommon among multi-family offices of similar positioning.
How does Heisner Financial source proprietary deal flow?
Heisner Financial sources deals through a network of sponsor relationships and internal origination, according to the firm's own positioning. The firm emphasizes negotiated direct placements and co-investments rather than fund-of-funds or commingled vehicles.
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