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12 East 49Th Street 11Th Floor, New York, NY 10017-1012 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-12-01 |
Branch Locations
12 East 49Th Street 11Th Floor, New York, NY 10017-1012 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 17 Asset Management | New York | NY | 09/2019 | Present |
| Socap Global | New York | NY | 02/2018 | 09/2019 |
| Pershing Square Foundation | New York | NY | 05/2016 | 12/2017 |
| Intentional Funds | New York | NY | 07/2022 | Present |
Heather is the CEO and a partner in 17 Asset Management, the parent company for Intentional Funds, as well as the CEO and partner in Intentional Funds. 17 Asset Management develops and manages investment strategies that align capital to impact, and it is through this work that Intentional Funds was developed and launched. Heather has been building 17 AM alongside its founder since 2019, and together they launched Intentional Funds in 2022. The two firms share the same address: 12 East 49th Street, 11th Floor, New York, NY 10017. As CEO of both firms, Heather is responsible for their general operations, strategy, client servicing, and investor relations. Heather is also the CCO and IAR for Intentional Funds, and is dedicated to this role during all securities trading hours, as this is her primary function.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-09 |
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