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HEIGHTS INVESTMENT PARTNERS, LLC
CRD 284688
3415 MERCER ST, SUITE F., HOUSTON, TX, 77027, United States
Phone
(713) 354-4911
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$95.6M
Discretionary AUM
$95.6M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-16
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 17 | $6.2M |
| High net worth individuals | 52 | $82.1M |
| Pooled investment vehicles | 5 | $6.5M |
| Charitable organizations | 2 | $791K |
All web addresses on file
Official SEC filing: View on IAPD