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Building 2HERITAGE CAPITAL INVESTMENT MANAGEMENT, LLC

Map pinNEW YORK, NY
Phone646-278-1357
NotebookSEC #801-71723
Total AUM
$56.8M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
400 PARK AVENUE SUITE 810
NEW YORK
NY 10022
United States
Operating Hours
9 AM - 7 PM
Monday - Friday
Phone
646-278-1357

ReceiptFinancials

Total AUM
$56.8M
Accounts
6
Discretionary
$56.8M
Accounts
6
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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