Heritage Capital, LLC
● SEC registered since 2025CRD 127650SEC# 801-132778Woodbridge, CT
Reg. AUM
$146.9M
Employees
3
Accounts
137
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 $146.9 million in regulatory assets under management and employs 3 people.
Heritage Capital, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Paul Brian Schatz Control | President, Chief Investment Officer, Chief Compliance Officer, Managing Member | Over 75% | 2003 |
Frequently asked questions
How much does Heritage Capital, LLC manage?
Heritage Capital, LLC reports $146.9 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
| Address | 1 Bradley Road Suite 202, Woodbridge, CT 06525 |
| Phone | 203-389-3553 |
| Fax | 203-389-3550 |
| Office hours | 8:30-4:30 |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$146.9M▲ 14%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$146.9Mregulatory AUM
Discretionary $146.9M