HEIRLOOM INVESTMENT MANAGEMENT LLC

Thesis

Heirloom Investment Management LLC (HIM) is a privately-held SEC-registered investment adviser founded in 2015, specializing in niche alternative investments for accredited investors and qualified purchasers. Their core strategy is 'cross-asset thematic,' identifying and capitalizing on long-term macroeconomic, geopolitical, or socioeconomic trends and market dislocations. HIM creates, sponsors, and advises comingled vehicles and pooled funds, primarily focusing on Hedge Funds (95% of gross asset value) and also managing Private Equity Funds. The firm offers differentiated alternative investment solutions that are often difficult for investors to access or diligence. While specific geographic preferences are not detailed, their strategy suggests a broad global scope. Their focus on pooled funds and managed accounts indicates a preference for later-stage or established investment vehicles. HIM reported $116.9 million in regulated AUM from Advisory Clients as of December 31, 2025, with an additional $32 million in non-regulated assets. They also manage 3 private funds totaling $96.75 million in gross asset value.