H
CRD: 315969
Heights LLC
LOS Angeles, CA, 90025
3106407647
$239.2M Total AUM
$69.0M Disc. AUM
-- 3Y CAGR
3 Employees
14 ADV. Clients
4 yrs Firm Age
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- Custodian
- City National Bank ยท JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Pathway
- Established Date
- 10-20-2021
- Office Locations
- 1
Office Locations
11111 Santa Monica Blvd Suite 2100 LOS Angeles CA
About Heights LLC
Heights LLC is a LOS Angeles-based RIA. The firm has been operating for 4 years. Managing $239.2M in total assets under management, with 2 advisory representatives. They custody assets with City National Bank and JP Morgan. Services offered include Insurance, Life Insurance, Portfolio Construction.
Team overview
51 AVG AGE
$119.6M AVG AUM / ADVISOR
$17.1M AVG AUM / CLIENT
3.4 yrs AVG TENURE
3 Employees
2 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Momentum ember Value North Fusion legacy Ember zenith Alpha Eagle focus
Investment Themes
Capital Pathway Beacon
Investment Vehicles
Fusion wave
Services
Value Vector Harbor
Technology
North
Owner & Executives
A
Alexandre David Cohen
Chief Executive Officer
- CRD
- #4813412
- Ownership
- Less than 5%
(917) 825-8657
optima.glacier@legacycapital.com
in linkedin.com/in/pathway-unison
W
WILLIAM BOYCE PORTWOOD
Chief Compliance Officer
- CRD
- #4853700
- Ownership
- Less than 5%
(513) 397-4342
north.capital@legacycapital.com
in linkedin.com/in/prime-frontier
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $68,961,889 | $22,987,296 |
| Non-Discretionary | $170,236,481 | $15,476,044 |
| Total | $239,198,370 | $17,085,598 |
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Separately Managed Accounts
Total SMA Asset: $170,236,481
Private Funds:
15.2% Other:
23.0% Cash:
24.7% Public Funds:
4.9% Equity - Exchange:
16.9% U.S. Government/Agency:
15.3% | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $289,996,194 | 15.2% |
| Other | $438,810,031 | 23.0% |
| Cash | $471,243,816 | 24.7% |
| Public Funds | $93,485,615 | 4.9% |
| Equity - Exchange | $322,429,979 | 16.9% |
| U.S. Government/Agency | $291,904,064 | 15.3% |
| Total | $1,907,869,699 | 100.0% |