RYAN HERITAGE, LLP

Overview

Ryan Heritage, LLP is a small, privately owned investment adviser organized as a limited liability partnership and registered with the SEC in 2021. The firm lists portfolio management for both individuals/small businesses and investment companies among its advisory activities, but its reported client base is institutional. Ryan Heritage charges fees as a percentage of assets under management and reports a related-adviser relationship. It does not position itself as an ESG-focused manager, does not operate as a multi-state adviser, and does not advertise pension consulting services. The firm's investment emphasis is equity‑centric. Its filings show a clear preference for exchange‑traded equities as the primary implementation vehicle, suggesting the portfolio construction and trading focus tilts toward public markets and liquid equity exposures rather than long-duration private strategies.

Assets & Accounts

Public Holdings

Location & Offices