The
Blue Heron Group
A private holding company. It owns and operates research, data, and information businesses that serve the alternative-investment industry. San Francisco, since 2008.
Quiet ownership of businesses built on research.
The Blue Heron Group holds and operates a group of businesses that produce research, data, and industry reports on alternative-asset managers: hedge funds, private-equity firms, venture firms, and digital-asset funds.
Each business runs under its own name and its own management. The Group provides capital, shared technology, and long-term oversight. It does not manage outside money and does not raise capital.
- Founded
- 2008
- Structure
- Privately held LLC
- Location
- San Francisco, California
- Clients
- 11,800+ served across group businesses
What the businesses do.
Manager research
Primary research on alternative-asset managers and the funds they run.
Data & databases
Structured records on hedge funds, private-equity firms, and venture firms, kept current by a research team.
Industry reports
Periodic reports on industry size, fund launches, flows, and performance.
Advisory
Selective consulting projects for institutions, corporations, and non-profits. Each project is led by the CEO.
Josh Gnaizda
Founder & Chief Executive OfficerJosh founded The Blue Heron Group in 2008 and has led it since. He oversees the research and business-development functions and works directly with the technology team.
Before founding the Group, he worked at Merrill Lynch and at Tiburon Strategic Advisors, a strategy consultancy for financial-services firms.
Cited by
The Economist/The Wall Street Journal/Hedgeweek/ValueWalk/TechRepublic/Nightly Business Report/FINalternatives/Cryptovest