Multi-Family OfficeRIA · CRD 166456SEC-Registered

Updated:

Heyman Investment Counseling

Jonathan Heyman's Heyman Investment Counseling is a New York multi-family office focused on hedge funds, private credit, and real estate for wealthy...

Heyman Investment Counseling

Jonathan Heyman founded Heyman Investment Counseling as a registered investment advisor serving ultra-high-net-worth families. The firm operates out of New York City and structures itself as a multi-family office, advising clients on portfolio construction across illiquid and liquid alternatives. The firm's strategy centers on alternative asset classes: hedge funds for downside protection and alpha generation, private credit for yield, and real estate for inflation hedging. Heyman Investment Counseling targets direct investments and co-investments, often alongside institutional managers the firm has vetted. Known positions include co-investments in commercial real estate debt and special-situations credit. The firm keeps a lean team; no headcount or AUM figures are publicly disclosed. Heyman Investment Counseling does not appear to operate philanthropic vehicles or other adjacent entities. No notable recent hires or capital raises have been reported in the past 24 months. What distinguishes Heyman Investment Counseling from a typical RIA is its sole focus on alternatives — the firm explicitly avoids traditional long-only equity and bond mandates. That structure gives clients exposure to strategies typically reserved for institutional investors, but limits diversification into public markets.

General information

Firm type

Multi Family Office

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

New York

Corporate office

New York, NY, United States

Principals

Jonathan Heyman

Founder and Managing Principal

Sector focus

Private CreditHedge FundsReal Estate

Frequently asked questions

Who runs investment decisions at Heyman Investment Counseling?

Jonathan Heyman is the founder and managing principal, responsible for investment strategy and sourcing, per the firm's ADV filings and public record.

How does Heyman Investment Counseling source proprietary deal flow?

The firm relies on its network of institutional managers and family office peers to access direct co-investments in private credit and real estate, rather than through a formal fund vehicle (per public record).

Is Heyman Investment Counseling structured as a single family office or does it operate more like a venture firm?

The firm is a multi-family office RIA, not a single-family office. It serves multiple unrelated families and does not manage a single pooled capital base, per its SEC registration.

Does Heyman Investment Counseling participate in fund commitments or only direct deals?

The firm does both: it commits to hedge funds and private credit funds as limited partners, and also structures direct co-investments in real estate and special-situations credit for its clients (per public record).

Which sectors does Heyman Investment Counseling explicitly avoid?

The firm avoids traditional long-only public equities and investment-grade bonds, focusing entirely on alternative asset classes such as hedge funds, private credit, and real estate (per the firm's ADV and 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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