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Heritage Capital, LLC

● SEC registered since 2025CRD 127650SEC# 801-132778Woodbridge, CT
Export (members)
Reg. AUM
$128.9M
Employees
3
Accounts
645
Location
Woodbridge, CT

Heritage Capital, LLC assets under management

Heritage Capital, LLC operates as an SEC-registered investment adviser based in Woodbridge, CT. The firm has been registered since 2025. It reports $128.9 million in regulatory assets under management and employs 3 people.
www.investfortomorrow.comView on SEC.gov ↗

Heritage Capital, LLC owners & executives

1 reported
NameTitleOwnershipSince
Paul Brian Schatz ControlPresident, Chief Investment Officer, Chief Compliance Officer, Managing MemberOver 75%2003

Frequently asked questions

How much does Heritage Capital, LLC manage?

Heritage Capital, LLC reports $128.9 million in regulatory assets under management on its Form ADV.

How many employees does Heritage Capital, LLC have?

Heritage Capital, LLC reports 3 employees.

Where is Heritage Capital, LLC located?

Heritage Capital, LLC is based in Woodbridge, CT and has been SEC-registered since 2025.

Does Heritage Capital, LLC disclose fund performance?

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

Contact & registration

Address1 Bradley Road Suite 202, Woodbridge, CT 06525
Phone203-389-3553
Fax203-389-3550
Office hours8:30-4:30
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$128.9M
Non-discretionary$0
Total (RAUM)$128.9M