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Paul Brian Schatz

President, Chief Investment Officer, Chief Compliance Officer, Managing MemberHeritage Capital, LLCCRD 2241878

About Paul Brian Schatz

Paul Brian Schatz is listed as President, Chief Investment Officer, Chief Compliance Officer, Managing Member at Heritage Capital, LLC in Woodbridge, CT. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Heritage Capital, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Paul Brian Schatz work?

Paul Brian Schatz is listed as President, Chief Investment Officer, Chief Compliance Officer, Managing Member at Heritage Capital, LLC on SEC Form ADV.

How much of Heritage Capital, LLC does Paul Brian Schatz own?

Form ADV reports a beneficial ownership band of Over 75%.

Heritage Capital, LLC

TitlePresident, Chief Investment Officer, Chief Compliance Officer, Managing Member
OwnershipOver 75%
Control personYes
Since2003
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