Union Heritage Capital Management, LLC (Detroit)

Union Heritage Capital Management, LLC is a large advisory firm based in Detroit. It manages $142 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Michigan.

Union Heritage Capital Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Union Heritage Capital Management: assets under management

The assets under management (AUM) of Union Heritage Capital Management, LLC is $142 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -17% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $142 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $20.29 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Union Heritage Capital Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Union Heritage Capital Management, LLC

Derek Taft Batts has been acting as President since 1 Dec 1990. Sonya Marie Archer Fairley joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Derek Taft Batts	President	1 Dec 1990	75% - 100%	4359509
Eric Lowell Small	Vice-president	1 Jan 1997	Other	4359523
Dawn Larice Scott	Vice president marketing	1 Aug 2001	Other	4537999
Dawn Larice Scott Batts	Vice president marketing/chief compliance officer	1 Aug 2001	Other	4537999
Sonya Marie Archer Fairley	Chief compliance officer	1 Jan 2010	Other	5275600

Based in Detroit

The principal office where Union Heritage Capital Management, LLC performs its advisory services is located at 500 Griswold, Detroit, MI 48226, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.