$95.6M Total AUM
$95.6M Disc. AUM
-- 3Y CAGR
2 Employees
76 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท UBS
- Clients
- Retail and Institutional
- Platforms
- Timber summit
- Established Date
- 09-21-2016
- Office Locations
- 1
Office Locations
3415 Mercer ST Suite F. Houston TX
About Heights Investment Partners, LLC
Heights Investment Partners, LLC is a Houston-based RIA. The firm has been operating for 9 years. Managing $95.6M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and UBS. Services offered include Asset Management, Insurance, Portfolio Construction.
Team overview
37 AVG AGE
$47.8M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
9.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Beacon catalyst
Client Personas
Focus
Custodian
Quantum legacy Zenith
Investment Themes
Quantum zenith
Services
Eagle Bridge Prime
Technology
Signal ridge
Owner & Executives
R
RHETT J. CARTER
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #5570924
- Ownership
- 75% or more
(839) 611-6871
wave.beacon@bridgecapital.com
in linkedin.com/in/beacon-vital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $95,579,412 | -- |
| Non-Discretionary | $0 | -- |
| Total | $95,579,412 | -- |
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Separately Managed Accounts
Total SMA Asset: $89,061,607
Equity - Exchange:
26.0% Corporate - Investment Grade:
26.7% U.S. Government/Agency:
10.6% Cash:
27.7% Municipal Bonds:
9.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $131,382,462 | 26.0% |
| Corporate - Investment Grade | $134,919,682 | 26.7% |
| U.S. Government/Agency | $53,563,619 | 10.6% |
| Cash | $139,972,854 | 27.7% |
| Municipal Bonds | $45,478,544 | 9.0% |
| Total | $505,317,161 | 100.0% |