firm profile
Union Heritage Capital
Overview
Union Heritage Capital is an SEC registered investment adviser based in Detroit, MI, registered since 2020. It reports $295M in assets under management across 3 accounts, with 3 employees.
- Reported AUM
- $295M
- Discretionary
- 100%
- Accounts
- 3
- Employees
- 3
- Registered since
- 2020
- Jurisdictions
- 1
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Fee structure
- Percentage of Assets
Executive officers 2 of 2
- Derek Taft Batts Managing Partner, Chief Executive Officer, Chief Compliance Officer CRD 2243578
- Nia Linder Batts Chief Marketing Officer CRD 7357615
Location
- Headquarters
- 2050 15th St Fl 3
Detroit, MI 48216 - County
- Wayne
- Metro area
- Detroit-Warren-Dearborn, MI
- Region
- Midwest
Registrations
- SEC registered
- Registered in 1 jurisdiction
- Website: unionheritage.com
Every state, with registration dates
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