Heights LLC

Heights LLC is a financial advisor firm established in May 2021, based in Los Angeles, CA. The firm specializes in providing discretionary and non-discretionary investment management services to managed accounts and private funds. Heights LLC offers tailored portfolio management services, including investment strategy, asset allocation, and risk assessment, based on individual client goals and risk tolerance levels. The firm's investment strategies include long-term purchases, short-term purchases, trading, margin transactions, and option writing. Heights LLC charges fees based on the value of the client's account, with negotiable fee schedules memorialized in the client's advisory agreement. Qualified clients may also pay an annual fee of 2.00% of assets under management along with a 20.00% performance fee based on capital appreciation. The firm does not participate in wrap fee programs and had $192,732,567 in assets under management as of December 31, 2023. The firm's investment analysis methods include charting, fundamental analysis, technical analysis, and cyclical analysis. Heights LLC limits its investment advice to various types of securities, including mutual funds, fixed income securities, real estate funds, equities, hedge funds, and private placements. Clients have the option to impose restrictions on their investments based on personal values or beliefs. Heights LLC does not accept compensation for client referrals and does not have custody of client assets beyond fee deduction authorization.