Heritage Investors Management Corp
● SEC registered since 1975CRD 110420SEC# 801-10612Bethesda, MD
Reg. AUM
$4.63B
Employees
22
Accounts
1,465
Location
Bethesda, MD
Heritage Investors Management Corp assets under management
Heritage Investors Management Corp is an SEC-registered investment adviser based in Bethesda, MD. The firm has been registered since 1975. It reports $4.6 billion in regulatory assets under management and employs 22 people.
Heritage Investors Management Corp owners & executives
12 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Marc Schenker | Chief Investment Officer | Under 5% | 2021 |
| Beth Marci Rosen | Chief Operating Officer | Under 5% | 2024 |
| Cornfeld Family 2012 Trust | Shareholder | 5-10% | 2018 |
See all 12 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Heritage Investors Management Corp manage?
Heritage Investors Management Corp reports $4.6 billion in regulatory assets under management on its Form ADV.
How many employees does Heritage Investors Management Corp have?
Heritage Investors Management Corp reports 22 employees.
Where is Heritage Investors Management Corp located?
Heritage Investors Management Corp is based in Bethesda, MD and has been SEC-registered since 1975.
Does Heritage Investors Management Corp disclose fund performance?
Heritage Investors Management Corp is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7101 Wisconsin Avenue, Suite 950, Bethesda, MD 20814-4878 |
| Phone | 301-951-0440 |
| Fax | 301-951-4954 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$4.63B▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 14%
Larger than 86% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$4.63Bregulatory AUM
Discretionary $4.62BNon-discretionary $11.1M