RIA Intelligence

UNION HERITAGE CAPITAL MANAGEMENT, LLC

CRD #108408 SEC #801-38103 DETROIT, MI 313-963-8824
SEC Registered
Total AUM
$81M
Discretionary
$81M
Employees
5
Clients
0
Accounts
6

Firm Details

Organization Type
Limited Liability Company
State of Formation
Michigan
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 31, 2009
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ARCHER-FAIRLEY, SONYA, MARIEICHIEF COMPLIANCE OFFICERNA
ARCHER-FAIRLEY, SONYA, MARIEICHIEF COMPLIANCE OFFICERNA
SMALL, ERIC, LOWELLIOWNER/SHAREHOLDERNA
SMALL, ERIC, LOWELLIOWNER/SHAREHOLDERNA
SMALL, ERIC, LOWELLIOWNER/SHAREHOLDERNA
SMALL, ERIC, LOWELLIOWNER/SHAREHOLDERNA
SMALL, ERIC, LOWELLIVICE-PRESIDENTNA
SMALL, ERIC, LOWELLIOWNER/SHAREHOLDERNA
SMALL, ERIC, LOWELLIVICE-PRESIDENTNA Control
SMALL, ERIC, LOWELLIVICE-PRESIDENTNA Control
SMALL, ERIC, LOWELLIVICE-PRESIDENTNA Control
SMALL, ERIC, LOWELLIVICE-PRESIDENTNA Control
BATTS, DEREK, TAFTIPRESIDENTE Control
BATTS, DEREK, TAFTIPRESIDENTE Control
BATTS, DEREK, TAFTIPRESIDENTE Control
BATTS, DEREK, TAFTIPRESIDENTE Control
BATTS, DEREK, TAFTIPRESIDENTE Control
BATTS, DEREK, TAFTIPRESIDENTE Control
BATTS, DEREK, TAFTIPRESIDENTE Control
BATTS, DEREK, TAFTIPRESIDENTE Control
BATTS, DEREK, TAFTIPRESIDENTE Control
BATTS, DEREK, TAFTIPRESIDENTE Control
SCOTT BATTS, DAWN, LARICEIMARKETING DIRECTOR/CHIEF COMPLIANCE OFFICERB Control
SCOTT BATTS, DAWN, LARICEICHIEF COMPLIANCE OFFICERB Control
SCOTT BATTS, DAWN, LARICEIMEMBERB Control
SCOTT BATTS, DAWN, LARICEIMEMBERB Control
SCOTT BATTS, DAWN, LARICEICHIEF COMPLIANCE OFFICERB Control
SCOTT, DAWN, LARICEIVICE PRESIDENT MARKETINGB Control

Registrations

Federal

IA
Mar 31, 2009 REGISTERED

Notice Filings (3)

GA MI OH

Address

500 GRISWOLD
SUITE 2850
DETROIT, MI 48226
United States
Phone: 313-963-8824