Ryan Heritage, LLP

Overview

Ryan Heritage, LLP is a limited liability partnership registered with the SEC in 2021 that operates as an institutional-registered investment adviser. The firm bills clients on a percentage-of-AUM basis and provides portfolio management services to both individuals/small businesses and investment companies. Its client base is described as institutional, and its structure includes a related adviser and ties to a law firm as part of its industry affiliations. The adviser is not positioned as a capital allocator, does not identify as an active ESG investor, does not serve as a pension consultant, and is not registered as a multi-state adviser. Ownership is listed as individual, and the firm’s primary advisory activity centers on discretionary portfolio management.

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Location & Offices