Union Heritage Capital Management Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
Latest Filings
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Union Heritage Capital Management Inc
CRD #108408
SEC #801-38103
CIK #0001862428
AUM
Employees
Phone313-963-8824
Address211 W Fort Street
Detroit, MI 48226
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
2502001501005002000200720152023
AUM Breakdown Accounts AUM ($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 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 5 145.0
By Discretionary
Discretionary 5 145.0
Non-Discretionary 0 0.0
Total 5 145.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 145.0
Total 5 145.0
EDGAR Form CIK 2011 - 2024
13F-HR [0001862428]
Terms | Privacy | Guide
tony@aum13f.com