Heirloom Investment Management

Hedge Fund SEC-registered adviser

Legal name: Heirloom Investment Management LLC

AUM

$116.9M

Regulatory AUM

Private funds

Hedge Fund 2 · Private Equity 1

Private fund assets

$96.7M

Gross asset value

Employees

Last Form D raise

May 2023

Most recent fund filing

From SEC Form ADV filing (filed Mar 31, 2026). View on SEC

People(2)

Owners and executive officers named on the firm's SEC Form ADV.

Member & Vice President, Chief Compliance Officer

Managing Member, Heirloom Holdings

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

Fund	Type	Gross assets	Raised (Form D)	Investors	Last Form D	Recency
Heirloom Helicopter Leasing Pool 2020 LLC	Private Equity	$4.7M	$9.8M	2	May 2023	Cold
Ocorian Singapore Trust Company Pte LTD AS Trustee of Fidelis Fund	Hedge Fund	$75.4M	—	—	—
Heirloom Investment Fund Spc - Heirloom Fixed Return Fund Sp	Hedge Fund	$16.7M	—	—	—

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.