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- Custodian
- Inspira Financial Trust ยท LLC
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-01-2023
- Office Locations
- 2
Office Locations
About Heron Finance
Heron Finance is an SEC-registered investment advisor offering automated private markets portfolios for U.S. accredited investors. The platform builds diversified allocations across private credit, private equity, and private infrastructure funds, with options for monthly income payments or reinvestment and white-glove support. It supports IRA/401(k) investing via AltoIRA and holds LP interests with a qualified custodian (Inspira), with redemption requests accepted anytime (targeted within one quarter).
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Michael Samuel Sall
Chief Compliance Officer, Chief Executive Officer, Co-founder, Founder
- CRD
- #7786489
- Ownership
- Less than 5%
Blake Hamilton Lambert West
CHIEF TECHNOLOGY OFFICER, Co-founder
- CRD
- --
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,684,104 | $132,225 |
| Non-Discretionary | $0 | -- |
| Total | $37,684,104 | $132,225 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Total | Available | Available |
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