HERITAGE CAPITAL INVESTMENT MANAGEMENT, LLC
CRD #154567 SEC #801-71723 NEW YORK, NY 646-278-1357
SEC Registered Private Funds
Total AUM
$56.8M
Discretionary
$56.8M
Employees
1
Clients
--
Accounts
6
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2012 | $56.8M | $56.8M | $0 | 1 | 1 |
| Apr 2011 | $39.3M | $39.3M | $0 | 5 | -- |
| Feb 2011 | $39.7M | $39.7M | $0 | 5 | -- |
| Jul 2010 | $0 | $0 | $0 | 5 | -- |
DateMar 2012
Total AUM$56.8M
Discretionary$56.8M
Non-Disc.$0
Employees1
Clients1
DateApr 2011
Total AUM$39.3M
Discretionary$39.3M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$39.7M
Discretionary$39.7M
Non-Disc.$0
Employees5
Clients--
DateJul 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--