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Headland Capital, LLC

● SEC registered since 2024CRD 332277SEC# 801-130923Mt. Pleasant, SC
Export (members)
Reg. AUM
$403M
Employees
19
Accounts
1,509
Location
Mt. Pleasant, SC

Headland Capital, LLC assets under management

Headland Capital, LLC is an investment advisory firm registered with the SEC based in Mt. Pleasant, SC. The firm has been registered since 2024. It reports $403 million in regulatory assets under management and employs 19 people.

Headland Capital, LLC owners & executives

4 reported
NameTitleOwnershipSince
David Whittle Upchurch ControlManaging Director25-50%2024
Eric Scott Cox ControlManaging Director50-75%2024
Sonia Ann GoforthChief Compliance OfficerUnder 5%2024
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Frequently asked questions

How much does Headland Capital, LLC manage?

Headland Capital, LLC reports $403 million in regulatory assets under management on its Form ADV.

How many employees does Headland Capital, LLC have?

Headland Capital, LLC reports 19 employees.

Where is Headland Capital, LLC located?

Headland Capital, LLC is based in Mt. Pleasant, SC and has been SEC-registered since 2024.

Does Headland Capital, LLC disclose fund performance?

Headland Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address300 West Coleman Blvd., Suite 204, Mt. Pleasant, SC 29464
Phone843-388-4300
Office hours8:30 To 5:00
SEC regionAtlanta Regional Office (ARO)
CIK2056637
Discloses disciplinary historyNo

Assets under management

Discretionary$403M
Non-discretionary$0
Total (RAUM)$403M