Union Heritage Capital
● SEC registered since 2020CRD 309768SEC# 801-119126Detroit, MI
Reg. AUM
$295.2M
Employees
3
Accounts
3
Location
Detroit, MI
About Union Heritage Capital
Union Heritage Capital invests across public equity and venture capital while supporting philanthropic initiatives. The firm presents an intergenerational, diversified approach with an interest in expanding opportunity for underrepresented firms and communities.
Summary based on the firm’s website.
Union Heritage Capital assets under management
Union Heritage Capital is an SEC-registered investment adviser based in Detroit, MI. The firm has been registered since 2020. It reports $295.2 million in regulatory assets under management and employs 3 people.
Union Heritage Capital owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Derek Taft Batts Control | Managing Partner/Ceo, Cco And Member | 25-50% | 2020 |
| Nia Linder Batts Control | Cmo | 5-10% | 2021 |
Frequently asked questions
How much does Union Heritage Capital manage?
Union Heritage Capital reports $295.2 million in regulatory assets under management on its Form ADV.
How many employees does Union Heritage Capital have?
Union Heritage Capital reports 3 employees.
Where is Union Heritage Capital located?
Union Heritage Capital is based in Detroit, MI and has been SEC-registered since 2020.
Does Union Heritage Capital disclose fund performance?
Union Heritage Capital is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2050 15th Street, 3rd Flr, Detroit, MI 48216 |
| Phone | 313-300-0207 |
| Office hours | 9:00a.m.-5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$295.2M▲ 6%
Apr '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 63%
Larger than 37% of 16,389 advisers
EmployeesTop 77%
More than 23% of 16,799 advisers
Assets under management
$295.2Mregulatory AUM
Discretionary $295.2M