Single Family OfficeRIA · CRD 170365SEC-Registered

Updated:

Jeffrey Walter Heisey

Jeffrey Walter Heisey is an SEC-registered investment adviser with an office in Fort Lauderdale, Florida. Heisey provides investment advice to clients.

Jeffrey Walter Heisey

Jeffrey Walter Heisey is an SEC-registered investment adviser with an office in Fort Lauderdale, Florida. Heisey provides investment advice to clients. His firm is based in Broward County.

General information

Firm type

Single Family Office

Frequently asked questions

Who runs investment decisions at Jeffrey Walter Heisey?

No named investment principals are identified in public records. The firm does not list a CEO, CIO, or managing director.

Does Jeffrey Walter Heisey participate in direct deals or fund commitments?

No documented evidence of direct investments, co-investments, or fund allocations exists. The office's deployment method is unknown.

Which sectors does Jeffrey Walter Heisey target?

No sector preferences have been disclosed. No portfolio companies—public or private—have been associated with the firm.

Is Jeffrey Walter Heisey a single-family office or does it operate as a venture firm?

Public records categorize the entity as a single-family office. There is no indication of a venture capital or asset management arm.

Where does the underlying wealth for Jeffrey Walter Heisey come from?

The origin of the Heisey family wealth is not publicly documented. No founder background or fortune source is available.

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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