HEIRLOOM INVESTMENT MANAGEMENT LLC
CRD #281357 SEC #801-107295 561-404-4847
SEC Registered Private Funds
Total AUM
$124.8M
Discretionary
$44.6M
Employees
7
Clients
--
Accounts
5
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $124.8M | $44.6M | $80.3M | 7 | 8 |
| Mar 2025 | $124.8M | $44.6M | $80.3M | 7 | 8 |
| Nov 2024 | $123.3M | $46.6M | $76.7M | 14 | 4 |
| Apr 2024 | $123.3M | $46.6M | $76.7M | 14 | 4 |
| Mar 2024 | $123.3M | $46.6M | $76.7M | 14 | 4 |
| Jan 2024 | $117.4M | $117.4M | $0 | 7 | 4 |
| Nov 2023 | $117.4M | $117.4M | $0 | 7 | 4 |
| Apr 2023 | $117.4M | $117.4M | $0 | 7 | 4 |
| Mar 2023 | $117.4M | $117.4M | $0 | 7 | 4 |
| Mar 2022 | $122.3M | $122.3M | $0 | 7 | 3 |
| Oct 2021 | $127.4M | $127.4M | $0 | 5 | 1 |
| Mar 2021 | $127.4M | $127.4M | $0 | 5 | 1 |
| Aug 2020 | $256.1M | $170.1M | $86M | 5 | 2 |
| Jun 2020 | $256.1M | $170.1M | $86M | 5 | 2 |
| Jun 2020 | $256.1M | $170.1M | $86M | 5 | 2 |
| Mar 2020 | $115.9M | $115.9M | $0 | 3 | 0 |
| Jan 2020 | $149.7M | $149.7M | $0 | 3 | 0 |
| Dec 2019 | $149.7M | $149.7M | $0 | 3 | 0 |
| Oct 2019 | $149.7M | $149.7M | $0 | 3 | 0 |
| May 2019 | $149.7M | $149.7M | $0 | 3 | 0 |
| Apr 2019 | $149.7M | $149.7M | $0 | 3 | 0 |
| Mar 2019 | $149.7M | $149.7M | $0 | 3 | 0 |
| Mar 2019 | $149.7M | $149.7M | $0 | 3 | 0 |
| Mar 2018 | $110.5M | $110.5M | $0 | 3 | 0 |
| Mar 2018 | $110.5M | $110.5M | $0 | 3 | 0 |
| Sep 2017 | $125M | $25M | $100M | 4 | 1 |
| Apr 2017 | $125M | $25M | $100M | 4 | 1 |
| Mar 2017 | $125M | $25M | $100M | 3 | 1 |
| Mar 2017 | $125M | $25M | $100M | 3 | 1 |
| Jul 2016 | $127M | $27M | $100M | 3 | 0 |
| Jun 2016 | $127M | $27M | $100M | 3 | 0 |
| Jun 2016 | $127M | $27M | $100M | 3 | 0 |
| Feb 2016 | $0 | $0 | $0 | 3 | 0 |
| Feb 2016 | $0 | $0 | $0 | 3 | 0 |
| Sep 2015 | $0 | $0 | $0 | 3 | 0 |
DateMar 2025
Total AUM$124.8M
Discretionary$44.6M
Non-Disc.$80.3M
Employees7
Clients8
DateMar 2025
Total AUM$124.8M
Discretionary$44.6M
Non-Disc.$80.3M
Employees7
Clients8
DateNov 2024
Total AUM$123.3M
Discretionary$46.6M
Non-Disc.$76.7M
Employees14
Clients4
DateApr 2024
Total AUM$123.3M
Discretionary$46.6M
Non-Disc.$76.7M
Employees14
Clients4
DateMar 2024
Total AUM$123.3M
Discretionary$46.6M
Non-Disc.$76.7M
Employees14
Clients4
DateJan 2024
Total AUM$117.4M
Discretionary$117.4M
Non-Disc.$0
Employees7
Clients4
DateNov 2023
Total AUM$117.4M
Discretionary$117.4M
Non-Disc.$0
Employees7
Clients4
DateApr 2023
Total AUM$117.4M
Discretionary$117.4M
Non-Disc.$0
Employees7
Clients4
DateMar 2023
Total AUM$117.4M
Discretionary$117.4M
Non-Disc.$0
Employees7
Clients4
DateMar 2022
Total AUM$122.3M
Discretionary$122.3M
Non-Disc.$0
Employees7
Clients3
DateOct 2021
Total AUM$127.4M
Discretionary$127.4M
Non-Disc.$0
Employees5
Clients1
DateMar 2021
Total AUM$127.4M
Discretionary$127.4M
Non-Disc.$0
Employees5
Clients1
DateAug 2020
Total AUM$256.1M
Discretionary$170.1M
Non-Disc.$86M
Employees5
Clients2
DateJun 2020
Total AUM$256.1M
Discretionary$170.1M
Non-Disc.$86M
Employees5
Clients2
DateJun 2020
Total AUM$256.1M
Discretionary$170.1M
Non-Disc.$86M
Employees5
Clients2
DateMar 2020
Total AUM$115.9M
Discretionary$115.9M
Non-Disc.$0
Employees3
Clients0
DateJan 2020
Total AUM$149.7M
Discretionary$149.7M
Non-Disc.$0
Employees3
Clients0
DateDec 2019
Total AUM$149.7M
Discretionary$149.7M
Non-Disc.$0
Employees3
Clients0
DateOct 2019
Total AUM$149.7M
Discretionary$149.7M
Non-Disc.$0
Employees3
Clients0
DateMay 2019
Total AUM$149.7M
Discretionary$149.7M
Non-Disc.$0
Employees3
Clients0
DateApr 2019
Total AUM$149.7M
Discretionary$149.7M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$149.7M
Discretionary$149.7M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$149.7M
Discretionary$149.7M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$110.5M
Discretionary$110.5M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$110.5M
Discretionary$110.5M
Non-Disc.$0
Employees3
Clients0
DateSep 2017
Total AUM$125M
Discretionary$25M
Non-Disc.$100M
Employees4
Clients1
DateApr 2017
Total AUM$125M
Discretionary$25M
Non-Disc.$100M
Employees4
Clients1
DateMar 2017
Total AUM$125M
Discretionary$25M
Non-Disc.$100M
Employees3
Clients1
DateMar 2017
Total AUM$125M
Discretionary$25M
Non-Disc.$100M
Employees3
Clients1
DateJul 2016
Total AUM$127M
Discretionary$27M
Non-Disc.$100M
Employees3
Clients0
DateJun 2016
Total AUM$127M
Discretionary$27M
Non-Disc.$100M
Employees3
Clients0
DateJun 2016
Total AUM$127M
Discretionary$27M
Non-Disc.$100M
Employees3
Clients0
DateFeb 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateFeb 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateSep 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0