Mike Sall

2025 year in review: How Heron Finance’s private credit strategy performed against industry peers

2025 year in review: How Heron Finance’s private credit strategy performed against industry peers

Since launching our private credit strategy in 2024, we’ve been closely tracking how it performs relative to the broader private credit market. The summary: our approach has delivered stronger performance across returns and key risk metrics compared to a wide range of peers.

Heron Finance Adds Antares Private Credit Fund to Client Portfolios

Heron Finance Adds Antares Private Credit Fund to Client Portfolios

Heron now offers accredited investors and RIAs exposure to more than a dozen leading private credit funds with over 3,500 loans from all 11 GICS sectors.

Portfolio Diversification Beyond Stocks and Bonds: The Value of Private Credit

Portfolio Diversification Beyond Stocks and Bonds: The Value of Private Credit

With global stock and bond markets facing ongoing uncertainty, accredited investors and RIAs are looking to other asset classes to help diversify portfolios and generate reliable income.

Heron Finance Adds 7 Leading Private Credit Funds to Platform: KKR, T. Rowe Price, PGIM, & More

Heron Finance Adds 7 Leading Private Credit Funds to Platform: KKR, T. Rowe Price, PGIM, & More

Heron now offers investors and RIAs exposure to 12 leading private credit funds with over 3,000 loans from all 11 GICS sectors.

The Future of Investing in Private Credit Funds: Institutional-Quality Personalized Portfolios

The Future of Investing in Private Credit Funds: Institutional-Quality Personalized Portfolios

At Heron Finance, we believe the private credit market should be more accessible and more personalized to individual investor preferences. That’s why we created the Personalized Private Credit portfolio for U.S. accredited investors to gain exposure to institutional-quality private credit.

Introducing the Personalized Private Credit Portfolio from Heron Finance

Introducing the Personalized Private Credit Portfolio from Heron Finance

It’s an exciting day at Heron. We’re announcing our groundbreaking Personalized Private Credit portfolio—now available to all U.S. accredited investors.

Our Approach to Liquidity

Our Approach to Liquidity

Heron Finance seeks to improve liquidity for its investors. This article explores our approach to liquidity, redemptions and lockup periods.