← Tributary

HERONBRIDGE

BATH, United Kingdom · CRD 164314 · IAPD ↗ · heronbridge.com · 011-441225 328300

$935.3MRegulatory AUM
4Advisory reps
11Employees
0Clients
n/aPlanning clients
1Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

18
July 2026 — HERONBRIDGE reported RAUM down 31% ($1.35B -> $935.3M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.