The HERITAGE CAPITAL ADVISORS is a privately held investment adviser that advises $1.26Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. HERITAGE CAPITAL ADVISORS is a Public Fund A public fund manager is a manager whose >=75% of total assets under management are in public funds (broadly accessible, exchange-listed investment vehicles available to retail investors with typically low minimums and clear, widely available information) Manager. Assets increased by 525.9% over the last 5-years.
The Group has been registered with the SEC for 5.88 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location Out of Private Residence. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 1 employees comprised of 1 investment and 0 non-investment staff. The total number of Employees remained the same over the last few years.
Their $1.26Bn in assets advised are owned by 0 private funds, 10 public funds and BDCs and 0 other accounts. Assets of Investment Companies (IC) clients own $1.26Bn or 100% of Total Assets and Individuals own $75 or 0% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 2 types of clients, top clients are Investment Companies (IC) and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
HERITAGE CAPITAL ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.