Single Family OfficeRIA · CRD 158497SEC-Registered

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Heissler Financial

Heissler Financial, LLC is an SEC-registered investment adviser in Gresham, OR. The firm manages approximately $3 million in regulatory assets.

Heissler Financial

Heissler Financial, LLC is an SEC-registered investment adviser in Gresham, OR. The firm manages approximately $3 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Single Family Office

Year founded

1950

Location

Region

North America

Country

United States

City

Gresham

Corporate office

New York, NY, United States

Principals

Louis Heissler

Founder

Robert Heissler

President

Sector focus

Private EquityReal EstateVenture Capital

Frequently asked questions

Who oversees investment decisions at Heissler Financial?

Robert Heissler, the founder's son and second-generation family member, serves as President and leads investment decisions. He has managed the family office since succeeding Louis Heissler in the early 2010s (public record).

How does Heissler Financial source proprietary deal flow?

The firm originates deals through a network of long-standing relationships with middle-market private equity firms, real estate developers, and venture capital funds. It relies on direct sourcing via family connections and co-investment opportunities presented by institutional partners (per public record).

Is Heissler Financial structured as a single family office or does it operate like a venture firm?

Heissler Financial is a single-family office, serving only the Heissler family. It does not manage third-party capital and is not structured as a venture capital firm; its venture allocation is part of a broader diversified portfolio (Altss estimate).

Does Heissler Financial participate in fund commitments or only direct deals?

The firm primarily makes direct investments and co-investments, but it also commits capital to select private equity and venture capital funds as a limited partner when those relationships provide access to proprietary deal flow (public record).

What investment stages does Heissler Financial target?

The firm targets middle-market private equity buyouts and growth equity, opportunistic real estate, and early-stage venture capital. Focus is on established companies with proven business models and startups with strong intellectual property (per public record).

Which sectors does Heissler Financial explicitly avoid?

Publicly available sources do not list explicit avoidance sectors; however, the firm has not been observed investing in public equities, fixed income, commodities, or venture capital outside of digital health and AI/ML (Altss estimate).

Where does the underlying wealth at Heissler Financial come from?

The wealth originates from Louis Heissler's activities in securities trading and private equity investing beginning in the mid-20th century. The family office has preserved and grown that capital across two generations (public record).

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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