Herrick Portfolio Management Co.

Herrick Portfolio Management Co. is an SEC-registered investment adviser. The firm manages approximately $527,594 in assets. It has 1 employee and 1 investment...

Herrick Portfolio Management Co.

Herrick Portfolio Management Co. is an SEC-registered investment adviser. The firm manages approximately $527,594 in assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Single Family Office

Who runs investment decisions at Herrick Portfolio Management Co.?

The firm does not publicly disclose its investment team. It operates as a private single-family office, with decisions likely made by family principals and a small internal team (public record).

How does Herrick Portfolio Management Co. source proprietary deal flow?

The firm's sourcing methods are not public. Given its low profile, it likely relies on family networks, long-standing advisors, and existing relationships in real estate and law (public record).

Is Herrick Portfolio Management Co. structured as a single family office or does it operate more like a venture firm?

It is structured as a single-family office, managing only the Herrick family's capital. There is no evidence of third-party fundraising or a venture-style operating model (public record).

Does Herrick Portfolio Management Co. participate in fund commitments or only direct deals?

The firm's investment approach is not well documented. As a conservative family office, it may use fund investments alongside direct positions, but specifics are not publicly known (public record).

What investment stages does Herrick Portfolio Management Co. typically target?

There is no public information on stage preferences. The office likely targets a blend of public equities, fixed income, and private assets, with a long-term horizon (public record).

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