Heritage Capital Partners,Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Heritage Capital Partners provides discretionary portfolio management and financial advisory services to individuals and, unusually for a firm of its size, also to charitable organizations and corporate/business clients as noted in its Form ADV. Like many independent advisers, it generally charges fees based on a percentage of assets under management and tailors services to client needs.
The firm emphasizes customized, discretionary strategies and states it will adjust or add to core strategies to meet specific client objectives. The brochure also discloses the use of derivatives within separately managed accounts and notes that the firm does not participate in wrap fee programs.
What is distinctive is the combination of a small client roster and an uncommon client mix that includes both charities and businesses, which can support more bespoke engagement than is typical among peers. The use of derivatives in separately managed accounts is atypical for independent advisers of this size and suggests the firm may employ hedging or synthetic exposure techniques within customized mandates.
Client services
Main office
4500 Cameron Valley Parkway, Suite 245
Charlotte NC 28211
Advisors at this office
1
Most active in
North Carolina
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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