Blue Heron Capital Management LLC

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Blue Heron Capital Management LLC
✚
CRD #300018
SEC #802-114663
CIK #
AUM
Employees
Fees
Minimum
Phone202-246-3009
Address1806 Summit Avenue
Richmond, VA 23230
Source [IAPD] [Website]
Total AUM ($)
1.00.80.60.40.20.02010201520212027
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
VC BHC CT Co-Invest LLC [2022-03-30] 4.2 M 5.2 M
Filed 2025-05-05 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $10,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
VC BHC AW Co-Invest LLC [2021-03-30] 0.5 M 3.9 M
Filed 2020-12-22 (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 is Co-Invest LLC [2021-03-30] 1.0 M 0.7 M
Filed 2020-12-22 (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 AC Co-Invest LLC [2020-11-06] 0.1 M
Filed 2020-08-26 (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 VD Co-Invest LLC [2020-11-06] 0.3 M 0.5 M
Filed 2020-07-15 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
VC BHC CH Co-Invest LLC [2020-03-31] 1.5 M 6.6 M
Filed 2019-11-15 (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 HC Co-Invest II LLC [2020-03-31] 1.7 M 13.9 M
Filed 2019-11-05 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $10,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
VC BHC AP Co-Invest LP [2019-01-03] 0.9 M
Filed 2019-03-28 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $2,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
VC BHC AZ Co-Invest LP [2019-01-03] 0.6 M 7.1 M
Offered $688,202 · Filed 2017-07-18 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining $117,010 · Duration One year or less · Net Assets Decline to Disclose
VC BHC DM Co-Invest LP [2019-01-03] 0.2 M
Offered $250,000 · Filed 2018-06-12 (D) · Exemption 506(b) · Minimum $125,000 · Duration One year or less · Revenue Decline to Disclose
VC BHC HC Co-Invest LP [2019-01-03] 0.2 M 1.3 M
Offered $250,000 · Filed 2018-01-25 (D) · Exemption 506(b) · Minimum $50,000 · Duration One year or less · Revenue Decline to Disclose
VC BHC PL Co-Invest LP [2019-01-03] 1.0 M 0.0 M
Offered $980,000 · Filed 2015-09-02 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $20,000 · Duration One year or less · Revenue Decline to Disclose
VC BHC PL II Co-Invest LP [2019-01-03] 0.2 M
Offered $175,000 · Filed 2016-10-19 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $25,000 · Duration One year or less · Net Assets Decline to Disclose
VC BHC St Co-Invest LP [2019-01-03] 1.8 M 0.3 M
Offered $1,849,000 · Filed 2020-11-23 (D/A) · Exemption 506(b) · Minimum $15,000 · Duration More than one year · Revenue Decline to Disclose
VC BHC TC Co-Invest LP [2019-01-03] 0.1 M
Offered $115,000 · Filed 2015-09-02 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $15,000 · Duration One year or less · Revenue Decline to Disclose
VC BHC TC II Co-Invest LP [2019-01-03] 0.2 M
Offered $235,000 · Filed 2016-09-20 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $10,000 · Duration One year or less · Net Assets Decline to Disclose
VC BHC VS Co-Invest LP [2019-01-03] 1.0 M 0.0 M
Offered $2,250,000 · Filed 2016-02-12 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $15,000 · Remaining $1,215,000 · Duration One year or less · Revenue Decline to Disclose
VC BHC VT Co-Invest LLC [2019-01-03] 5.4 M
Filed 2018-12-20 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
VC Blue Heron Capital Fund II LP [2019-01-03] 52.1 M
Offered $75,000,000 · Filed 2018-10-31 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining $75,000,000 · Duration More than one year · Revenue Decline to Disclose
VC Blue Heron Capital Fund I LP [2019-01-03] 25.4 M 10.7 M
Offered $50,000,000 · Filed 2015-08-07 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining $24,649,000 · Duration One year or less · Revenue Decline to Disclose
AUM Breakdown Accounts AUM ($)
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 2011 - 2026
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
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