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Union Heritage Capital
UNION HERITAGE CAPITAL is an SEC-registered investment adviser in DETROIT, MI, registered since 2020. The firm manages approximately $295 million in regulatory...
Union Heritage Capital
UNION HERITAGE CAPITAL is an SEC-registered investment adviser in DETROIT, MI, registered since 2020. The firm manages approximately $295 million in regulatory assets. It has 3 employees and 1 investment adviser.
General information
Firm type
Asset Manager
Year founded
1986
Location
Region
North America
Country
United States
City
Detroit
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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