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Heritage Capital PARTNERS,INC.

Heritage Capital PARTNERS,INC.. CRD 120748

H

CRD: 120748

Heritage Capital PARTNERS,INC.

Charlotte, NC, 28211
7046220952
www.heritagecapitalpartners.com
$78.5M Total AUM
$78.5M Disc. AUM
-- 3Y CAGR
1 Employees
28 ADV. Clients
24 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Fidelity/NFS
Clients
Retail and Institutional
Platforms
--
Established Date
05-01-2002
Office Locations
1

Office Locations

4500 Cameron Valley Parkway Suite 245 Charlotte NC

About Heritage Capital PARTNERS,INC.

Heritage Capital Partners is a Charlotte, NC-based asset manager (founded 2002) focused on absolute-return strategies designed to build sustainable client wealth across market cycles. The firm targets defined outcomes from higher growth to attractive, predictable income, and implements portfolios primarily with ETFs alongside U.S. government/agency exposure. Serves both retail and institutional channels; custody reported with Schwab and Fidelity/NFS.

Team overview

-- AVG AGE
$78.5M AVG AUM / ADVISOR
$2.8M AVG AUM / CLIENT
23.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
24yrs Firm Age

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Owner & Executives

J

JOSEPH RANDOLPH GREGORY

Advisor, Chief Executive Officer, President

CRD
--
Ownership
75% or more
(642) 829-8836
vertex.vector@wavecapital.com
in linkedin.com/in/matrix-catalyst

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Contacts

L

LOY DURANT THOMPSON III

Chairman

CRD
#4793896
(926) 227-4037
oak.vector@pathwaycapital.com
in linkedin.com/in/north-optima

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-17-2011
Category Assets AVG. Account size
Discretionary $78,483,384 $538,537
Non-Discretionary $0 --
Total $78,483,384 $538,537

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Separately Managed Accounts

Total SMA Asset: $78,483,384

$78.5M Total SMA
Equity - Exchange:
5.2%
U.S. Government/Agency:
25.1%
Cash:
5.6%
Corporate - Investment Grade:
25.9%
Corporate - Non-Investment Grade:
10.3%
Derivatives:
27.9%
Asset class Assets Assets %
Equity - Exchange $446,047,132 5.2%
U.S. Government/Agency $2,153,035,194 25.1%
Cash $480,358,450 5.6%
Corporate - Investment Grade $2,221,657,830 25.9%
Corporate - Non-Investment Grade $883,516,434 10.3%
Derivatives $2,393,214,418 27.9%
Total $8,577,829,458 100.0%

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