Heirloom Investment Management
Overview
Heirloom Investment Management is an investment advisor that provides customized, institutional-quality global investment solutions and niche alternative investments to high-net-worth individuals, family offices, and other accredited investors.
Investments
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
FAQ
Where is Heirloom Investment Management based?
Heirloom Investment Management is headquartered in Wilmington, Delaware, United States.
When was Heirloom Investment Management founded?
Heirloom Investment Management was founded in 2015.
How many portfolio companies does Heirloom Investment Management have?
Heirloom Investment Management has 4 portfolio companies in Caplight's dataset.
What are some companies in Heirloom Investment Management's portfolio?
Portfolio companies visible on Caplight include Grey, Confido, Faircraft, Hue.
What was Heirloom Investment Management's most recent investment shown here?
Heirloom Investment Management's most recent investment in this portfolio sample was in Confido in 2025.
What sectors does Heirloom Investment Management focus on?
Heirloom Investment Management focuses on FinTech, Consumer & Commerce, Enterprise Software, Healthcare & Life Sciences, Energy & Sustainability, FinTech, Enterprise Software.
What company stages does Heirloom Investment Management focus on?
Heirloom Investment Management typically invests at the Early stage.
What is Heirloom Investment Management's AUM?
Heirloom Investment Management's assets under management are estimated at over $378.8M.