|
⚲
|
| Union Heritage Capital
✚
|
|
|---|---|
| CRD # | 309768 |
| SEC # | 801-119126 |
| CIK # | 0001862428 |
| AUM | $295.2 M (2026-03-30) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 313-300-0207 |
| Address | 2050 15th Street Detroit, MI 48216 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 15.8 | ||
| Amphenol Corp /DE/ | 15.3 | ||
| Apple Inc | 11.9 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 9.8 | ||
| Ametek INC/ | 8.9 | ||
| Amazon Com Inc | 8.6 | ||
| Oracle Corp | 8.6 | ||
| Mastercard Inc | 8.6 | ||
| Conocophillips | 8.1 | ||
| Microsoft Corp | 8.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 295.2 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3 | 295.2 |
| By Discretionary | ||
| Discretionary | 3 | 295.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3 | 295.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 295.2 | |
| Total | 3 | 295.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001862428] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Palatine Hill LLC
✚
|
MI | 0.3 |
|
Orchid Advisory LLC
✚
|
TX | 0.3 |
|
Square Advisors LLC
✚
|
0.3 | |
|
Huber Weakland & Associates Inc
✚
|
MD | 0.3 |
|
Douglas Capital Management Inc
✚
|
FL | 0.3 |
|
Marmo Financial Group LLC
✚
|
TN | 0.3 |
|
Carpenter Claydon Advisors Inc
✚
|
FL | 0.3 |
|
Pilgrims Capital Advisors Inc
✚
|
MI | 0.3 |
|
Madison Park Capital Advisors LLC
✚
|
WA | 0.3 |
|
Wall Capital Group Inc
✚
|
AZ | 0.3 |