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Executive Committee Member, Partner, Chief Operating Officer, Chief Compliance Officer · Heronbridge

Katie L. McMahon

CRD 6980147 · Named on Form ADV at one SEC-registered adviser

At a glance

Heronbridge, an SEC-registered private fund adviser based in Bath, United Kingdom with $935 million in regulatory assets, lists Katie L. McMahon on its Form ADV as Executive Committee Member, Partner, Chief Operating Officer, Chief Compliance Officer, a control person.

Firms and roles

  • HeronbridgeExecutive Committee Member, Partner, Chief Operating Officer, Chief Compliance OfficerPrivate fund adviser · Bath, United Kingdom · $935M in regulatory assets

AtlasMembers

Katie’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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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

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