UNION HERITAGE CAPITAL
  • UNION HERITAGE CAPITAL
  • UNION HERITAGE ADVISORS, LLC (RELYING ADVISOR)

Adviser Profile

As of Date 03/30/2026
Registration SEC, Approved, 08/06/2020
ADV Location DETROIT, MI, United States
Contact Info 313 xxxxxxx
Websites
AUM* 295,247,038 48%
of that, discretionary 295,247,038 48%
Number of Employees 3 50%
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 98,415,679 -51%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- State or municipal government entities

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

295M 253M 211M 169M 127M 84M 42M
2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser DFC PREFERRED ADVISORS LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM228.7m #Funds-
Adviser ARROWMARK ASSET MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM224.4m #Funds-
Adviser VOYA INVESTMENT MANAGEMENT (UK) LIMITED Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM522.1m #Funds-
Adviser 1271787 LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM141.1m #Funds-
Adviser MILLINGTON SECURITIES, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM140.5m #Funds-
Adviser PORT STREET INVESTMENTS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM174.5m #Funds-
Adviser MTC WEALTH MANAGEMENT Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM329.0m #Funds-
Adviser NEW CENTURY PARTNERS Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM1.1b #Funds-
Adviser MATTHEW 25 MANAGEMENT CORP Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM315.9m #Funds-
Adviser BERKSHIRE CAPITAL HOLDINGS INC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM283.0m #Funds-

Brochure Summary