# HERITAGE CAPITAL INVESTMENT MANAGEMENT, LLC

HERITAGE CAPITAL INVESTMENT MANAGEMENT, LLC of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 154567
- Type: SEC-registered investment adviser
- SEC file number: 801-71723
- Location: 400 PARK AVENUE SUITE 810, NEW YORK, NY, 10022
- Phone: 646-278-1357
- Latest filing: 2012-03-30
- Regulatory AUM: $56.8M
- Discretionary AUM: $56.8M
- Clients: 1
- Accounts: 6

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| [DOSHI NITIN V](https://search.stillhousedata.com/person/765371) | MEMBER, HERITAGE CAPITAL INVESTMENT MANAGEMENT, LLC; OWNER; TRUSTEE | — |
| [SODHI INDER SINGH](https://search.stillhousedata.com/person/765372) | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER, HERITAGE CAPITAL INVESTMENT MANAGEMENT, LLC; MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | — |
| [DOSHI LEENA](https://search.stillhousedata.com/person/765375) | TRUSTEE | — |
| [DOSHI NISHAT](https://search.stillhousedata.com/person/765376) | TRUSTEE | — |
| [CATHER NEELY DOSHI](https://search.stillhousedata.com/person/765377) | TRUSTEE | — |


## Private funds (6)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| HERITAGE CAPITAL INDIA CAYMAN FUND, L.P. | Hedge Fund | — | 43 | $33.9M | $250K |
| HERITAGE CAPITAL INDIA FUND, L.P. | Hedge Fund | — | 38 | $32.0M | $250K |
| HERITAGE CAPITAL INDIA MASTER FUND LIMITED | Hedge Fund | — | 43 | $28.8M | $250K |
| HERITAGE CAPITAL INDIA ADVANTAGE FUND, LTD | Hedge Fund | — | 21 | $22.8M | $250K |
| HERITAGE CAPITAL INDIA ADVANTAGE FUND, L.P. | Hedge Fund | — | 21 | $22.8M | $250K |
| HERITAGE CAPITAL INDIA OFFSHORE FUND LIMITED | Hedge Fund | — | 5 | $1.9M | $250K |


## Fund service providers (3)

- administrator: APEX FUND SERVICES LTD — 4 funds
- administrator: APEX FUND SERVICES LIMITED
- administrator: APEX FUND SERVICES LTD.

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/154567/brochure
- Similar advisers: https://search.stillhousedata.com/firm/154567/similar
- Related entities: https://search.stillhousedata.com/firm/154567/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/154567

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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.