UNION HERITAGE CAPITAL

Overview

Union Heritage Capital is a small, equity-focused registered investment adviser that provides portfolio management to individuals, small businesses, and institutional clients. The firm charges fees as a percentage of assets under management and emphasizes liquid, exchange-traded instruments as its primary allocation vehicle. It is not an active ESG investor and is organized as a limited liability company that also acts in roles such as sponsor, general partner, or managing member of pooled investment vehicles. Investment activity centers on publicly listed equities and exchange-traded products, with a clear preference for equity exposure. The firm’s business activities include direct portfolio management for both private and institutional investors. Given its roles in pooled vehicles and as an adviser-sponsor, Union Heritage Capital appears to combine discretionary portfolio management with the capacity to structure or participate in private pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices