Heritage Capital Partners

Heritage Capital Partners is a leading investment firm based in New York City, specializing in wealth management, private equity, and strategic investment advisory services. Founded in 2009, the firm has built a solid reputation for offering high-net-worth individuals, families, and institutions expert guidance on navigating complex financial landscapes. Heritage Capital Partners manages a diverse portfolio, including real estate, technology, and energy sectors, providing tailored investment solutions that align with clients' financial goals and risk tolerance.

The firm’s approach is grounded in a commitment to long-term growth and value creation. Heritage Capital Partners offers personalized asset management, strategic portfolio diversification, and detailed financial planning. The team of financial analysts and investment managers work closely with clients to develop customized strategies that ensure financial security and growth. Additionally, the firm specializes in impact investing, helping clients align their investments with social and environmental causes.

Led by CEO and Founder James Bradley, Heritage Capital Partners has successfully managed over $2 billion in assets, with a proven track record of achieving significant returns for its clients. The firm's strategic investments in renewable energy and technology startups have positioned it as a forward-thinking leader in the investment world.

In 2023, Heritage Capital Partners generated annual revenues of $75 million, driven by its strong performance across various asset classes. The company continues to grow its influence by expanding its global operations, with a focus on emerging markets in Asia and Africa.