# HERITAGE CAPITAL, LLC

HERITAGE CAPITAL, LLC of WOODBRIDGE, CT is an SEC-registered investment adviser.

## Registration

- CRD: 127650
- Type: SEC-registered investment adviser
- SEC file number: 801-132778
- Location: 1 BRADLEY ROAD SUITE 202, WOODBRIDGE, CT, 06525
- Phone: 203-389-3553
- Latest filing: 2026-03-06
- Regulatory AUM: $146.9M
- Discretionary AUM: $146.9M
- Clients: 3
- Accounts: 137

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Paul Brian Schatz | PRESIDENT, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | — |
| SCHATZ PAUL BRIAN | PRESIDENT, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER; PRESIDENT, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/127650/brochure
- Similar advisers: https://search.stillhousedata.com/firm/127650/similar
- Related entities: https://search.stillhousedata.com/firm/127650/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/127650

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.