Union Heritage Capital

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Assets, Funds, Holdings

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Union Heritage Capital
CRD #309768
SEC #801-119126
CIK #0001862428
AUM $200.0 MM (2024-03-30)
Employees 2 (50% Investors, 0% Brokers)
Phone248-369-3335
Address7 West Square Lake Rd
Bloomfield Hills, MI 48302
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
2502001501005002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 200.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 1 200.0
By Discretionary
Discretionary 1 200.0
Non-Discretionary 0 0.0
Total 1 200.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 200.0
Total 1 200.0
EDGAR Form CIK 2011 - 2024
13F-HR [0001862428]
Comparable Firms State AUM ($BB)
Banyan Capital Management Inc
GA 0.2
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WA 0.2
True Vision MN LLC
MN 0.2
Firstrust LLC
FL 0.2
Eltekon Advisors LLC
TX 0.2
IFS Group LLC
PA 0.2
Constitution Capital LLC
CT 0.2
The Aranda Group Advisors LLC
PA 0.2
Wolman Wealth Management Inc
CA 0.2
Schlindwein Associates LLC
TX 0.2
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