HERONETTA MANAGEMENT Overview
Heronetta Management L.p. is an investment advisor that manages 412.7 MM dollars in regulatory AUM and has 5 employees, of which 3 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/12 to 06/31/18. The fund's latest filing disclosed 175MM in positions, representing 42% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/12 to 06/31/18. The fund's latest filing disclosed 175MM in positions, representing 42% of the manager's regulatory AUM.
HERONETTA MANAGEMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
HERONETTA MANAGEMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| EPD | 13.97% | Energy | 8.12% | 1.09% | 0 | 11% | ||
| MMP | 10.02% | Energy | 2.15% | 0.19% | 0 | 10% | ||
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FEATURED IN
HERONETTA MANAGEMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Henry R. Breck | Managing Partner | December-2007 |
| Jeffrey J. Scott | Chief Compliance Officer | January-2015 |
| Owen I. Breck | Partner | March-2015 |
HERONETTA MANAGEMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
HERONETTA MANAGEMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Investment Strategy/Methods of Analysis
Heronetta’s investment strategies focus on yield investments with growth potential through investments in publicly-traded master limited partnerships (“MLPs”), General Partners of MLPs and C- Corporations.
MLPs are public companies that are listed and traded on major U.S. exchanges and deal in the transportation, storage, gathering and processing of natural resources. They are fully liquid to the extent of the company’s daily trading volume, as with any stock. When a unit is purchased, the purchaser receives a partnership interest in the underlying business activities, rather than a share
5
in the public market equity, as with a corporation. Examples of MLP activities include ownership of oil and natural gas pipelines, storage and processing facilities, propane delivery systems, shipping, and coal exploration and producti...
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Investment Strategy/Methods of Analysis
Heronetta’s investment strategies focus on yield investments with growth potential through investments in publicly-traded master limited partnerships (“MLPs”), General Partners of MLPs and C- Corporations.
MLPs are public companies that are listed and traded on major U.S. exchanges and deal in the transportation, storage, gathering and processing of natural resources. They are fully liquid to the extent of the company’s daily trading volume, as with any stock. When a unit is purchased, the purchaser receives a partnership interest in the underlying business activities, rather than a share
5
in the public market equity, as with a corporation. Examples of MLP activities include ownership of oil and natural gas pipelines, storage and processing facilities, propane delivery systems, shipping, and coal exploration and producti...
Unlock Full Investment Process Description
HERONETTA MANAGEMENT Portfolio Concentration
HERONETTA MANAGEMENT Location
654 MADISON AVENUE
SUITE 1505
NEW YORK, New York
UNITED STATES, 10065
SUITE 1505
NEW YORK, New York
UNITED STATES, 10065
HERONETTA MANAGEMENT Contact Information
Phone Number: 212-601-5333
Fax Number: 212-751-1730
Website: http://www.heronetta.com
Fax Number: 212-751-1730
Website: http://www.heronetta.com
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