DBA: BLUE HERON INFRASTRUCTURE
| Total AUM | $43.7M |
| Discretionary | $43.0M98% of AUM |
| Non-Discretionary | $764K |
| Client Accounts | 77 |
| Avg Account Size | $568K |
| Employees | 3 |
| Peak AUM | $129.2MMay 2021 |
| AUM CAGR | -24.6% /yrover 4 yrs · 9 filings |
Total AUM
$44M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $44M | 23.3% | +16.5% | 24.6% | |
| Discretionary AUM | $43M | ||||
| Total AUM | $43.7M |
| Discretionary | $43.0M |
| Employees | 3 |
| Client Accounts | 77 |
Phone
781-729-0962
Filing History
9 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$43M
98.3% of AUM
Non-Discretionary
$763,911
1.7% of AUM
Disc. mix ▼ 0.5pp vs 1 year ago
No related registrations reported
| 23.7% |
| +15.8% |
| 25.0% |
| Non-Disc. AUM | $763,911 | +3.7% | — | — |
| Total Accounts | 77 | +1.3% | +43.6% | +159.2% |
| Avg Account Size | $567,725.74 | 24.3% | 18.9% | 70.9% |
| Employees | 3 | 25.0% | 9.1% | 12.5% |
| AUM / Employee | $15M | +2.3% | +28.2% | 13.9% |
Client AUM Segments | |||||
| Wealth AUM | $33M | 17.3% | +6.5% | — | |
| Institutional AUM | $6M | 32.9% | +108.8% | — | |
| Fund / Pooled AUM | $5M | +109.2% | — | 57.3% | |
Client Count Segments | |||||
| Institutional | 10 | 0.0% | — | — | |
| Pooled / Fund | 3 | +200.0% | — | +11.2% | |
| Individuals | 64 | 1.5% | +38.7% | — | |