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| Keyboard |
| Union Heritage Capital
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|---|---|
| CRD # | 309768 |
| SEC # | 801-119126 |
| CIK # | 0001862428 |
| AUM | 295.2 M (2026-03-30) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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MI | 295.9 M |
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TX | 295.7 M |
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Square Advisors LLC
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Huber Weakland & Associates Inc
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MD | 295.3 M |
|
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|
Marmo Financial Group LLC
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|
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FL | 294.9 M |
|
Pilgrims Capital Advisors Inc
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|
MI | 294.9 M |
|
Madison Park Capital Advisors LLC
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WA | 294.8 M |
|
Wall Capital Group Inc
✚
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AZ | 294.7 M |