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Union Heritage Capital

● SEC registered since 2020CRD 309768SEC# 801-119126Detroit, MI
Export (members)
Reg. AUM
$279.8M
Employees
2
Accounts
3
Location
Detroit, MI

Union Heritage Capital assets under management

Union Heritage Capital is an SEC-registered investment adviser based in Detroit, MI. The firm has been registered since 2020. It reports $279.8 million in regulatory assets under management and employs 2 people.
www.unionheritage.comView on SEC.gov ↗

Union Heritage Capital owners & executives

2 reported
NameTitleOwnershipSince
Derek Taft Batts ControlManaging Partner/Ceo, Cco And Member25-50%2020
Nia Linder Batts ControlCmo5-10%2021

Frequently asked questions

How much does Union Heritage Capital manage?

Union Heritage Capital reports $279.8 million in regulatory assets under management on its Form ADV.

How many employees does Union Heritage Capital have?

Union Heritage Capital reports 2 employees.

Where is Union Heritage Capital located?

Union Heritage Capital is based in Detroit, MI and has been SEC-registered since 2020.

Does Union Heritage Capital disclose fund performance?

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

Contact & registration

Address2050 15th Street, 3rd Flr, Detroit, MI 48216
Phone313-300-0207
Office hours9:00a.m.-5:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$279.8M
Non-discretionary$0
Total (RAUM)$279.8M