Heronbridge Investment Management Llp
- Regulatory AUM
- $935M
- Discretionary
- $935M
- Clients
- 4
- Avg AUM / client
- $234M
- Accounts
- 5
- Employees
- 11
AUM over time
Annual snapshots from Form ADV filings · as of Jun 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 4 | $913M | 97.6% |
| Charitable organizations | Fewer than 5 clients | $22.2M | 2.38% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Nov 2024 · $244M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Heronbridge Value Equity Fund | Other Private Fund | Delaware | $244M | 13 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Berklee College Of Music, Inc. Retirement Plan Berklee College Of Music, Inc. | 2024 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Butt, Stephen, Charles | Chairman, Director, Shareholder | Nov 2005 (21y) | ≈ 9.38% – 37.5% via Silchester Partners Limited | |
| Comer, William, Bevis | Executive Committee Member, Partner, Chief Investment Officer | Nov 2005 (21y) | Less than 5% | |
| Crawford, Lucy, Anna | Non Executive Committee Member | May 2018 (8y) | Less than 5% | |
| Mcmahon, Katie, Louise | Executive Committee Member, Partner, Chief Operating Officer, Chief Compliance Officer | Jul 2018 (8y) | Less than 5% | |
| Cargill, Scott, Donald | Executive Committee Member, Partner, Investment Officer | Jan 2024 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Heronbridge Limited | Limited Partner | Nov 2005 | A | 75% or more |
| Silchester Partners Limited | Shareholder | Nov 2005 | B | ≈ 18.75% – 50% via Heronbridge Limited |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Butt, Stephen, Charles: 50% – 75% of Silchester Partners Limited × 25% – 50% of Heronbridge Limited × 75% – 100% direct ≈ 9.38% – 37.5% of the firm
- Silchester Partners Limited: 25% – 50% of Heronbridge Limited × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $244M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Heronbridge Value Equity Fund | Other Private Fund | $244M | $5.0M | 13 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Berklee College Of Music, Inc. Retirement Plan | Berklee College Of Music, Inc. | 279 | $104M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/29/2026 | 1.24 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Pictet & Cie (Europe) S.A. $107M (6% of AUM) Nov 2022
- J.P. Morgan $22.2M (2% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 29, 2026.
View current Form ADV (SEC/IAPD) ↗