HERITAGE CAPITAL, LLC of WOODBRIDGE, CT is an SEC-registered investment adviser (CRD 127650). Regulatory assets under management: $146.9M.
Compensation: % of AUM, Hourly.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other.
| 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 | — |