The UNION HERITAGE CAPITAL is a privately held investment adviser that advises $299.25mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. UNION HERITAGE CAPITAL is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets increased by 45.27% over the last 5-years.
The Group has been registered with the SEC for 5.99 years and is comprised of 2 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 2050 15TH STREET 3RD FLR, DETROIT, MICHIGAN. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 3 employees comprised of 1 investment and 2 non-investment staff. The total number of Employees decreased by 40% over the last 5-years.
Their $299.25mn in assets advised are owned by 2 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients total $4mn or 1.34% of Total Assets.
The Group's top investment strategies include Early Stage, representing 100% of total assets, respectively.
They advise 1 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC).
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $4mn in assets.
The Group discloses management fees.
UNION HERITAGE CAPITAL names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.