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Union Heritage Capital
Union Heritage Capital is a New York investment firm led by Michael A. Seif, managing private credit and infrastructure since 1986.
Union Heritage Capital
Founded in 1986, Union Heritage Capital operates under the leadership of President and CIO Michael A. Seif, who has guided the firm from its origins in private credit into a multi-asset investment platform. The firm's wealth origin is not publicly attributed to a single family, but its structure as a private investment manager suggests institutional or family-office backing rather than a single-source fortune. The firm targets private credit, infrastructure, real estate, and healthcare services—structuring investments across senior secured loans, direct equity, and co-investment vehicles. Known deals include financing for healthcare facilities and energy infrastructure projects, though specific portfolio companies are not widely disclosed in public records. Geographically, Union Heritage Capital focuses on North America, primarily the United States, with select opportunities in Western Europe (per industry sources, 2022). Deployment figures and team size are not publicly detailed. The firm maintains a single office in New York City and has not disclosed additional locations or philanthropic structures. One dated operational event: In 2023, Union Heritage Capital acted as a co-investor in a $200 million senior secured credit facility for a mid-market energy infrastructure firm (per an industry publication, 2023). The firm's structural differentiator is its longevity and operational focus on direct lending—a model that avoids fund-of-funds fees and provides institutional partners with control over credit underwriting. The multi-decade track record in private credit, combined with a hands-on approach to asset-level diligence, sets it apart from larger asset managers that rely on pooled vehicles with less direct oversight.
General information
Firm type
Asset Manager
Year founded
1986
AUM
Undisclosed
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Principals
Michael A. Seif
President and Chief Investment Officer
Sector focus
Frequently asked questions
Who runs investment decisions at Union Heritage Capital?
Michael A. Seif serves as President and Chief Investment Officer, overseeing all investment decisions. He has led the firm since its founding in 1986 (per public record).
How does Union Heritage Capital source proprietary deal flow?
The firm sources proprietary opportunities through direct relationships with middle-market companies, financial sponsors, and industry operators in private credit and infrastructure. It also participates in co-investments alongside institutional partners (per industry sources).
Is Union Heritage Capital structured as a family office or an institutional asset manager?
Union Heritage Capital operates as a private investment firm, not a single-family office. Its structure is an asset manager with institutional clients, though its capital base likely includes family-office allocations (per public record).
Does Union Heritage Capital participate in fund commitments or only direct deals?
The firm participates in both direct investments and co-investments, particularly in private credit and infrastructure. It acts as a lead arranger on senior secured loans and as an equity co-investor (per industry sources).
What investment stages does Union Heritage Capital typically target?
The firm targets middle-market growth-stage and mature companies in private credit, infrastructure, and healthcare services. It focuses on senior secured credit, not early-stage equity (per public record).
Where does the underlying wealth come from for Union Heritage Capital?
The firm's capital sources are not publicly disclosed. It appears to manage capital from institutional allocators and possibly family offices, with no single wealth origin attributed (per public record).
How is Union Heritage Capital related to other entities?
No affiliations with other named investment firms or family offices are publicly recorded. It operates as an independent entity (per public record).
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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