Heirloom Investment Management, LLC

Overview

Heirloom Investment Management, LLC is an investment adviser founded in 2015. Services range from portfolio second opinions to supplementing a family's investment team or serving as a dedicated investment function through its outsourced chief investment officer service. The firm is registered with the SEC as an investment adviser and reported $116.9M in regulatory assets under management on its latest Form ADV. Its reported client types include pooled vehicles.

Services

• Portfolio management for individuals and small businesses
• Portfolio management for pooled vehicles
• Portfolio management for institutions
• Portfolio second opinions
• Investment team support
• Outsourced chief investment officer

Advisory services reported on Form ADV (Item 5.G)

• Portfolio management (individuals/small business)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)

Location

See more firms in Florida.

Sources and last checked

• SEC Investment Adviser Public Disclosure, Form ADV (CRD 281357), filed 03/31/2026: adviserinfo.sec.gov. SEC monthly adviser data, September 2026.
• Family Office Club research database, 2026 edition

Last checked October 21, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.