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Heydorn Capital Management LLC (Harrison)


Heydorn Capital Management LLC is a mid-sized advisory firm based in Harrison. It manages $59.68 million of regulatory assets for 204 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Massachusetts, New Jersey, New York, Ohio, and Texas.

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Heydorn Capital Management provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Heydorn Capital Management: assets under management

The assets under management (AUM) of Heydorn Capital Management LLC is $59.68 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 126% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $59.68 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $292.52 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Heydorn Capital Management LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Harrison

The principal office where Heydorn Capital Management LLC performs its advisory services is located at 600 Mamaroneck Avenue, Harrison, NY 10528, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 914-752-5300 or by fax 914-752-5302. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at heydorncapital.com.


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