$253.6M Total AUM
$253.6M Disc. AUM
-2.2% 3Y CAGR
5 Employees
28 ADV. Clients
18 yrs Firm Age
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- Custodian
- JP Morgan · Morgan Stanley · UBS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-01-2007
- Office Locations
- 1
Office Locations
654 Madison Avenue Suite 1505 NEW York NY
About Heronetta Management, L.p.
Heronetta Management, L.p. is a NEW York-based RIA. The firm has been operating for 18 years. Managing $253.6M in total assets under management, with 3 advisory representatives. They custody assets with JP Morgan and Morgan Stanley.
Team overview
-- AVG AGE
$84.5M AVG AUM / ADVISOR
$9.1M AVG AUM / CLIENT
13.9 yrs AVG TENURE
5 Employees
3 Advisory Reps
0 RIA Reps
18yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Themes
Available
Services
Available
Technology
Available
Owner & Executives
H
HENRY REYNOLDS BRECK
Managing Partner, Partner
- CRD
- --
- Ownership
- 75% or more
Available
Available
Available
O
OWEN I. BRECK
Managing Director, PARTNER
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $253,627,326 | $9,058,119 |
| Non-Discretionary | $0 | -- |
| Total | $253,627,326 | $9,058,119 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
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|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
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| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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