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With over 35 years of experience in the capital markets, our intergenerational firm is not only committed to the growth of the investments in our portfolio, but to the growth of an industry that is creating more opportunities for minority and women-led firms, and the communities we serve.

Public Equity

Union Heritage Capital

Union Heritage Capital is a diversified financial services company that employs a disciplined approach to value and growth investing, utilizing risk mitigation strategies to balance its portfolios.

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Venture Capital

Union Heritage Ventures

Union Heritage Ventures is a majority African American- and woman-owned venture capital firm headquartered in Michigan, open to all sectors of investing but with specialized experience in Consumer, Technology, Life Sciences, Mobility, Clean Energy/Climate Tech, Media & Entertainment, and Advanced Manufacturing.

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Philanthropic Investment

Union Heritage Community Fund

Union Heritage Community Fund fosters financial literacy, empowers entrepreneurs through non-dilutive capital and comprehensive resources, and uplifts communities through strategic philanthropy.

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