Heron offers personalized, automated portfolios with exposure to thousands of assets overseen by over 20 leading private market funds across private credit, private equity, private infrastructure, and private real estate. The average manager on Heron has over 20 years of experience, and manages at least $1B, and typically manages 10s or even hundreds of billions of dollars. Examples include Ares, Golub, and Apollo
All of the funds on Heron today are "semi-liquid" and non-traded. This means they generally aren't available on mainstream brokerages. The types of funds we offer are genrally "non-traded BDCs", Interval Funds, or Tender Offer Funds.