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BLUE HERON INFRASTRUCTURE

· CRD 315181 · IAPD ↗ · blueheroninfrastructure.com · 781-729-0962

$43.7MRegulatory AUM
1Advisory reps
3Employees
0Clients
n/aPlanning clients
2Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
January 2026 — BLUE HERON INFRASTRUCTURE (location n/a) left the SEC roster (was $43.7M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
45
April 2024 — BLUE HERON INFRASTRUCTURE reported RAUM down 25% ($76.3M -> $57.0M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

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