UNION HERITAGE VENTURE PARTNERS LLC

Overview

Union Heritage Venture Partners LLC is a small, individually owned advisory firm that registered with the SEC in 2022. The firm does not report traditional advisory AUM or a retail client roster; its visible activity centers on a privately managed investment vehicle. Classification and business-activity fields are limited in public filings, but the structure and name indicate a focus on private, sponsor-driven investments rather than broad wealth-management or institutional pension work. Union Heritage does not report active ESG integration and is not listed as a multi-state advisory platform or a pension consultant.

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Location & Offices