Daren C. Heitman

AZARIAS CAPITAL MANAGEMENT, L.P.

Westchester, PA 19382

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CRD#: 2100792

Professional summary

Daren Clark Heitman, CFA, who also goes by Daren Heitman, is a registered financial advisor currently at AZARIAS CAPITAL MANAGEMENT, L.P. located in Westchester, Pennsylvania.

Daren is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Daren has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Daren Heitman

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

ACM LLC Investment Related 1055 Westlakes Drive Suite 300 Berwyn PA 19312 Partner General Partner to Private Funds 05/01/2014 5 hrs per month Less than 1 hr per day Sponsor of Private Funds

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daren Clark Heitman's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFA

Chartered Financial Analyst

Experience

Current

January 30, 2017 - Present

AZARIAS CAPITAL MANAGEMENT, L.P.

Office #1: 105 S. High Street, Westchester, PA 19382

RIA

CRD#: 174466

Westchester, PA

Past

April 26, 2005 - April 1, 2014

COOKE & BIELER, L.P.

RIA

CRD#: 113859

PHILADELPHIA, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

AZARIAS CAPITAL MANAGEMENT, L.P.

CRD#: 174466 / SEC#: 801-123447

RIA

Registered Investment Advisory firm - (3/14/2022 Approved)

Pennsylvania

Registered Investment Advisory firm - (3/23/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(1/30/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

AZARIAS CAPITAL MANAGEMENT, L.P.

CRD#: 174466 / SEC#: 801-123447

RIA

Registered Investment Advisory firm - (3/14/2022 Approved)

Pennsylvania

Registered Investment Advisory firm - (3/23/2022 Terminated)

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Contact information

Main Address

1055 Westlakes Drive Suite 300, Berwyn, PA 19312

Mailing Address

Phone number

(215) 494-3300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

AZARIAS CAPITAL MANAGEMENT L.P._FORM ADV PART 2A_03142025 (3/14/2025)

Regulatory assets under management

Total Number of Accounts	9
AUM (Assets Under Management)	$ 249,375,917

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Daren C. Heitman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daren Clark Heitman's CRS (Customer Relationship Summary).

Certified licenses

Experience

AZARIAS CAPITAL MANAGEMENT, L.P.

COOKE & BIELER, L.P.

Primary Firm SEC Registration

AZARIAS CAPITAL MANAGEMENT, L.P.

State Registrations and Notice Filings

Exams

Current Firm

AZARIAS CAPITAL MANAGEMENT, L.P.

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AZARIAS CAPITAL MANAGEMENT, L.P.

TRUST BUT VERIFY

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