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The Heirloom Story
In 2015, Heirloom Family Office launched Heirloom Investment Management LLC to offer investors the opportunity to access the types of Alternative Investments it preferred for its own portfolio.
2015
Heirloom Family Office launches Heirloom Investment Management LLC to offer external investors access to niche Alternative Investments.
2018
Awarded “Hedge Fund Manager of the Year” by MEA Markets.*
2019
Awarded “Hedge Fund Manager of the Year” by M&A Today.*
2020
Launched Heirloom Alternative Yield Fund. stand-alone funds. Awarded “Best Boutique Investment Firm” by MEA Markets.*
2021
Received Performance Awards from Preqin and Barclayhedge in August, October and November 2021.*
Launched Heirloom co-investment opportunity capability. Awarded “Hedge Fund Manager of the Year” by Global 100.*
2022
Received Performance Awards from Preqin and Barclayhedge in January and December 2022. Was ranked Top 10 for the year in Barclayhedge’s Top 10 Fixed Income – Asset Backed Loans category ranked by net return.*
2023
Received Performance Awards from Preqin and Barclayhedge in January 2023.
* No compensation was paid to any entity to be considered for any of the above-mentioned awards. The awards outlined were received for the full year in which they are mentioned, with the exception of BarclayHedge which was for August, October and November 2021, and January and December 2022. It also received the #5 Performer in its Fund Class for the 2022 year. The Preqin performance award was for the period of September 2021 – March 2022. Rankings, awards and/or recognitions by unaffiliated publications should not be construed by a client or prospective client as a guarantee that Heirloom will provide a certain level of results in client accounts nor should they be construed as current or past endorsements of Heirloom by clients. With respect to the application decision-making process, Heirloom did not formally apply for any of the awards we received. Each award has its own evaluation criteria and uses its own methods to determine the winners for their awards, and did not ask us for a formal submission to be consconsidered.