PPrivate Fund Data Log in Join · $37/mo

Ryan Heritage, LLP

● SEC registered since 2021CRD 317097SEC# 801-122617Saddle Brook, NJ
Export (members)
Reg. AUM
$25.6M
Employees
7
Accounts
5
Location
Saddle Brook, NJ

Ryan Heritage, LLP assets under management

Ryan Heritage, LLP is an investment advisory firm registered with the SEC based in Saddle Brook, NJ. The firm has been registered since 2021. It reports $25.6 million in regulatory assets under management and employs 7 people.
View on SEC.gov ↗

Ryan Heritage, LLP owners & executives

3 reported
NameTitleOwnershipSince
Andrew (nmn) Dakos ControlPartner50-75%2022
Phillip Franklin Goldstein ControlPartner50-75%2022
Stephanie Lynne DarlingChief Compliance OfficerUnder 5%2021

Frequently asked questions

How much does Ryan Heritage, LLP manage?

Ryan Heritage, LLP reports $25.6 million in regulatory assets under management on its Form ADV.

How many employees does Ryan Heritage, LLP have?

Ryan Heritage, LLP reports 7 employees.

Where is Ryan Heritage, LLP located?

Ryan Heritage, LLP is based in Saddle Brook, NJ and has been SEC-registered since 2021.

Does Ryan Heritage, LLP disclose fund performance?

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

Contact & registration

AddressPark 80 West - Plaza Two, 250 Pehle Ave., Suite 708, Saddle Brook, NJ 07663
Phone201-556-0092
Fax201-556-0097
Office hours9 a.m.- 5 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$25.6M
Non-discretionary$0
Total (RAUM)$25.6M