Investment adviser · CRD 344442

HERITAGE PARTNERS US CORP

Investment adviser filing (IA)

TALLAHASSEE, FL, United States · Form ADV filed Sep 30, 2026

Employees
6
Reported in this filing
Advisory professionals
3
Investment advisory functions

Not available in this filing: Regulatory AUM, Client accounts.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Sep 30, 2026. View historical filings

Reported services

Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

115 NORTH CALHOUN STREET, SUITE 4
TALLAHASSEE, FL, 32301, United States

CRD 344442

Filing source

Form ADV 2135772 · Sep 30, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.