Ryan Heritage, LLP
● SEC registered since 2021CRD 317097SEC# 801-122617Saddle Brook, NJ
Reg. AUM
$18.8M
Employees
7
Accounts
6
Location
Saddle Brook, NJ
Ryan Heritage, LLP assets under management
Ryan Heritage, LLP is an investment advisory firm registered with the SEC based in Saddle Brook, NJ. The firm has been registered since 2021. It reports $18.8 million in regulatory assets under management and employs 7 people.
Ryan Heritage, LLP owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew (nmn) Dakos Control | Partner | 50-75% | 2022 |
| Phillip Franklin Goldstein Control | Partner | 50-75% | 2022 |
| Stephanie Lynne Darling | Chief Compliance Officer | Under 5% | 2021 |
Frequently asked questions
How much does Ryan Heritage, LLP manage?
Ryan Heritage, LLP reports $18.8 million in regulatory assets under management on its Form ADV.
How many employees does Ryan Heritage, LLP have?
Ryan Heritage, LLP reports 7 employees.
Where is Ryan Heritage, LLP located?
Ryan Heritage, LLP is based in Saddle Brook, NJ and has been SEC-registered since 2021.
Does Ryan Heritage, LLP disclose fund performance?
Ryan Heritage, LLP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | Park 80 West - Plaza Two, 250 Pehle Ave., Suite 708, Saddle Brook, NJ 07663 |
| Phone | 201-556-0092 |
| Fax | 201-556-0097 |
| Office hours | 9 a.m.- 5 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$18.8M▼ 27%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 98%
Larger than 2% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$18.8Mregulatory AUM
Discretionary $18.8M