# HERONBRIDGE

HERONBRIDGE is a RIA based in Bath, United Kingdom.

## Overview

- **Organization type:** RIA
- **Headquarters:** Bath, United Kingdom
- **Founded:** 2005
- **Assets under management:** Undisclosed
- **Website:** https://heronbridge.com

## Regulatory record

- **CRD number:** 164314
- **SEC file number:** 801-76855
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/164314

## About

Heronbridge is a long-only, value-biased equity investment management boutique providing investment management services to Institutional and Charity clients in the UK, the US and elsewhere. It is a small, focused, independent firm controlled by its working partners. The firm co-invests alongside clients, caps assets under management, and invests in UK-listed companies larger than 100m based on investment merits rather than index weight, focusing on growing the portfolio's underlying earnings power through in-depth research.

## Sectors

- UK-listed companies larger than 100m

## People

- Alistair Mackenzie

## Questions

### Who runs investment decisions at HERONBRIDGE?

No named investment decision-makers for HERONBRIDGE are available in public records. The firm's principals are not disclosed in corporate filings or media reports.

### What is HERONBRIDGE's investment strategy?

HERONBRIDGE has not publicly stated an investment strategy. Without disclosed portfolio holdings or a stated mandate, its allocation approach is unknown.

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Last updated: 2026-08-11T15:06:57.816Z

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