Heirloom Investment Management LLC
Legal Name: HEIRLOOM INVESTMENT MANAGEMENT LLC
Other Info
Heirloom Investment Management LLC, which is legally registered as HEIRLOOM INVESTMENT MANAGEMENT LLC, is a Delaware based Limited Liability Company with a dedicated team of three employees; two of whom are advisors. While the number of clients they serve is unclear, the SEC (U.S. Securities and Exchange Commission) has approved the firm and its registration date is Feb 26, 2016.
Website
Website
Heirloom Investment Management - Heirloom
The late market cycle presents a difficult challenge. Current investment solutions offered by private banks and traditional investment advisors are anticipated to deliver low returns and high volatility, while also charging tall fees for a non-customized solution.Heirloom
Direct Owners
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DOUGLAS MARK SAWATZKY
CHIEF COMPLIANCE OFFICER owns less than 5%
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GEOFF JOHN DOVER
MANAGING MEMBER, CIO owns less than 5%
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HEIRLOOM HOLDINGS
MEMBER owns 75% or more
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OMAR FARUQUI
MANAGER owns less than 5%
Indirect Owners
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GEOFF JOHN DOVER
MANAGING MEMBER owns more than 50% but less than 75%
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HEIRLOOM INVESTMENT HOLDINGS BVI
OWNER owns more than 25% but less than 50%
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LANTERGROVE TRUST
OWNER owns 75% or more
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LANTERNGROVE LTD
OWNER owns more than 25% but less than 50%
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TCCI
TRUSTEE
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TCCI
TRUSTEE
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TRELLISGATE LTD
OWNER owns more than 25% but less than 50%
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TRELLISGATE TRUST
OWNER owns 75% or more