| Entity Name: | HERITAGE CAPITAL, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 12 Jun 2003 |
| Business ALEI: | 0751553 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 1 BRADLEY ROAD STE 202, WOODBRIDGE, CT, 06525, United States |
| Mailing address: | 1 BRADLEY ROAD STE 202, WOODBRIDGE, CT, United States, 06525 |
| ZIP code: | 06525 |
| County: | New Haven |
| Place of Formation: | CONNECTICUT |
| E-Mail: | paul@investfortomorrow.com |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| Paul Schatz | Agent | 1 BRADLEY ROAD STE 202, WOODBRIDGE, CT, 06525, United States | 1 BRADLEY ROAD STE 202, WOODBRIDGE, CT, 06525, United States | +1 203-605-2231 | paul@investfortomorrow.com | 1 BRADLEY ROAD STE 202, WOODBRIDGE, CT, 06525, United States |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| PAUL B. SCHATZ | Officer | 1 BRADLEY ROAD STE 202, WOODBRIDGE, CT, 06525, United States | 25 DALES DRIVE, WOODBRIDGE, CT, 06525, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012211252 | 2024-01-18 | No data | Annual Report | Annual Report | No data |
| BF-0011275241 | 2023-01-20 | No data | Annual Report | Annual Report | No data |
| BF-0010339093 | 2022-01-18 | No data | Annual Report | Annual Report | 2022 |
| 0007165529 | 2021-02-16 | No data | Annual Report | Annual Report | 2021 |
| 0006766194 | 2020-02-20 | No data | Annual Report | Annual Report | 2020 |
| 0006347640 | 2019-01-30 | No data | Annual Report | Annual Report | 2018 |
| 0006347649 | 2019-01-30 | No data | Annual Report | Annual Report | 2019 |
| 0006160226 | 2018-04-12 | No data | Annual Report | Annual Report | 2017 |
| 0005857664 | 2017-06-06 | No data | Annual Report | Annual Report | 2016 |
| 0005857646 | 2017-06-06 | No data | Annual Report | Annual Report | 2015 |
Date of last update: 25 Nov 2024
Sources: Connecticut's Official State Website
