Union Heritage Capital

Overview

Union Heritage Capital is an SEC-registered institutional RIA (registered in 2020) structured as an LLC and owned by an individual. The firm provides discretionary portfolio management for both individuals/small businesses and for businesses or institutional clients, charging fees as a percentage of assets under management. Its filings indicate it is not positioned as a capital allocator and it does not identify as an active ESG investor. Industry affiliations listed include roles as an investment adviser, sponsor, general partner, and managing member of pooled investment vehicles, suggesting the firm may participate in or sponsor pooled structures in addition to advising client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives