Heron Bay Capital Management today announced it has secured a new institutional client relationship totaling $708 million, propelling the Firm’s assets under management (AUM) past the $1 billion milestone just over six years after its founding.
The addition of this substantial institutional mandate represents a meaningful moment in the Firm’s growth trajectory and underscores increasing institutional confidence in its investment philosophy, operational capabilities, and client‑centric service model.
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Since its inception, Heron Bay has grown through a combination of organic client growth and institutional business development. The Firm specializes in stock selection and investment management, utilizing a fact-based research process, and deploys proprietary institutional-quality equity investment strategies to serve institutions and private clients..
The achievement of $1 billion in AUM — accelerated by this new institutional relationship — positions the Firm for expanded capability and continued strategic growth across both institutional and high‑net‑worth channels.