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Member & Vice President, Chief Compliance Officer · Heirloom Investment Management LLC

Beth S. Hirshfeld

CRD 7359421 · Named on Form ADV at one SEC-registered adviser

At a glance

Heirloom Investment Management LLC, an SEC-registered private fund adviser with $117 million in regulatory assets, lists Beth S. Hirshfeld on its Form ADV as Member & Vice President, Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Beth’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Geoff J. DoverManaging Member, CIO, Heirloom Investment Management LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Beth’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.