Blue Heron Capital Management LLC

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Blue Heron Capital Management LLC ✚
CRD #	300018
SEC #	802-114663
CIK #
AUM
Employees
Phone	202-246-3009
Address	1806 Summit Avenue Richmond, VA 23230
Source	[IAPD] [Website]

Total AUM ($) Copy

Type	Form D Funds	Date	Sold	AUM
VC	BHC VP Co-Invest LLC	[2026-03-31]	2.1 M	2.1 M
	Offered $2,055,000 · Filed 2025-08-01 (D) · Exemption 506(b), 3(c), 3(c)(1) · Duration One year or less · Revenue Decline to Disclose
VC	BHC RD Co-Invest LLC	[2025-03-28]	1.7 M	10.0 M
	Offered $1,655,000 · Filed 2024-02-21 (D) · Exemption 506(b), 3(c), 3(c)(1) · Duration One year or less · Revenue Decline to Disclose
VC	BHC TV Co-Invest LLC	[2025-03-28]	0.4 M	1.9 M
	Filed 2024-03-08 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
VC	BHC MW Co-Invest LLC	[2024-03-29]	0.4 M	0.2 M
	Offered $410,000 · Filed 2023-06-08 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $10,000 · Duration One year or less · Revenue Decline to Disclose
VC	BHC AX Co-Invest LLC	[2023-03-30]	1.6 M	2.5 M
	Offered $1,627,000 · Filed 2022-12-30 (D) · Exemption 506(b), 3(c), 3(c)(1) · Duration One year or less · Revenue Decline to Disclose
VC	BHC HC Co-Invest III LLC	[2023-03-30]	7.2 M	26.1 M
	Offered $7,187,033 · Filed 2022-09-22 (D) · Exemption 506(b), 3(c), 3(c)(1) · Duration More than one year · Revenue Decline to Disclose
VC	BHC PF Co-Invest LLC	[2023-03-30]	3.3 M	32.0 M
	Filed 2022-05-05 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $10,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
VC	BHC YS Co-Invest LLC	[2023-03-30]	2.5 M	0.4 M
	Offered $2,500,000 · Filed 2022-09-22 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $10,000 · Duration More than one year · Revenue Decline to Disclose
VC	Blue Heron Capital Fund III-A LP	2023-03-30		14.0 M
VC	Blue Heron Capital Fund III LP	[2023-03-30]	81.1 M	110.5 M
	Offered $100,000,000 · Filed 2023-03-14 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining $18,870,000 · Duration More than one year · Revenue Decline to Disclose
View All

AUM Breakdown	Accounts	AUM ($)
By Client Type
(a) Individuals (other than high net worth individuals)	0	0.0
(b) Individuals (high net worth individuals)	0	0.0
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	0	0.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	0	0.0
(g) Pension and profit sharing plans	0	0.0
(h) Charitable organizations	0	0.0
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	0.0
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	0	0.0
(n) Other	0	0.0
Total	0	0.0
By Discretionary
Discretionary	0	0.0
Non-Discretionary	0	0.0
Total	0	0.0
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		0.0
Total	0	0.0

Form D Directors	Role	# Filings	# Firms
Andrew Tichenor	Director, Executive Officer	39	2
Thomas Benedetti	Director, Executive Officer	30	2
Blue Heron Capital Management LLC	Director, Promoter	26	2
Blue Heron Capital Partners II GP LLC	Executive Officer	14	2
Michael Marcantonio	Executive Officer	11	2
Blue Heron Capital Partners III GP LLC	Director, Executive Officer	11	2
Samuel Sezak	Executive Officer	11	2
Thomas Bennedetti	Director, Executive Officer	5	2
Blue Heron Capital Partners GP LLC	Director	1	1

Blue Heron Capital Management LLC

Assets, Funds, Holdings