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| Happy Holidays!! thanks for using AUM13F!! |
| Heritage Capital LLC
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| CRD # | 127650 |
| SEC # | 801-132778 |
| CIK # | |
| AUM | $128.9 M (2025-04-15) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 203-389-3553 |
| Address | 1 Bradley Road Suite 202 Woodbridge, CT 06525 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 83 | 35.0 |
| (b) Individuals (high net worth individuals) | 55 | 89.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 4.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 645 | 128.9 |
| By Discretionary | ||
| Discretionary | 645 | 128.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 645 | 128.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 128.9 | |
| Total | 645 | 128.9 |
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|---|---|---|
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0.1 | |
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OH | 0.1 |
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IL | 0.1 |