UNION HERITAGE CAPITAL
CRD #309768 SEC #801-119126 DETROIT, MI 313-300-0207
SEC Registered
Total AUM
$279.8M
Discretionary
$279.8M
Employees
2
Clients
--
Accounts
3
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $279.8M | $279.8M | $0 | 2 | 0 |
| Mar 2024 | $200M | $200M | $0 | 2 | 0 |
| Apr 2023 | $164.6M | $164.6M | $0 | 2 | 0 |
| Mar 2022 | $215.7M | $215.7M | $0 | 3 | 0 |
| Feb 2022 | $206M | $206M | $0 | 5 | 0 |
| Jan 2022 | $206M | $206M | $0 | 5 | 0 |
| Mar 2021 | $206M | $206M | $0 | 5 | 0 |
| Jan 2021 | $197M | $197M | $0 | 4 | 0 |
| Dec 2020 | $197M | $197M | $0 | 4 | 0 |
| Dec 2020 | $197M | $197M | $0 | 4 | 0 |
| Sep 2020 | $0 | $0 | $0 | 4 | 0 |
| Jul 2020 | $0 | $0 | $0 | 4 | 0 |
| Jun 2020 | $0 | $0 | $0 | 4 | 0 |
DateApr 2025
Total AUM$279.8M
Discretionary$279.8M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$200M
Discretionary$200M
Non-Disc.$0
Employees2
Clients0
DateApr 2023
Total AUM$164.6M
Discretionary$164.6M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$215.7M
Discretionary$215.7M
Non-Disc.$0
Employees3
Clients0
DateFeb 2022
Total AUM$206M
Discretionary$206M
Non-Disc.$0
Employees5
Clients0
DateJan 2022
Total AUM$206M
Discretionary$206M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$206M
Discretionary$206M
Non-Disc.$0
Employees5
Clients0
DateJan 2021
Total AUM$197M
Discretionary$197M
Non-Disc.$0
Employees4
Clients0
DateDec 2020
Total AUM$197M
Discretionary$197M
Non-Disc.$0
Employees4
Clients0
DateDec 2020
Total AUM$197M
Discretionary$197M
Non-Disc.$0
Employees4
Clients0
DateSep 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJul 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0