SADDLE BROOK, NJCRD 317097Latest ADV March 27, 2026
Ryan Heritage, Llp is an SEC registered investment adviser organized as a limited liability partnership with a primary office location in Saddle Brook, NJ. Its latest Form ADV filing, dated March 27, 2026, reports $19M in regulatory assets under management, 7 employees, 1 office, and 6 accounts.
Assets Under Management
$19M
Employees
7
Offices
1 office
Total Clients
<5
Primary office
SADDLE BROOK, NJ
PARK 80 WEST - PLAZA TWO, 250 PEHLE AVE., SUITE 708, SADDLE BROOK, NJ, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentInvestment Cos. represent 100.0% of total clients.
Top client categories% of clientsClients
1
Investment Cos.
100.0%
1
Categories with <5 clients
Individuals (other than high net worth individuals)<5 clients
LIMITED PARTNERSHIP<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$19Mas of March 27, 2026
Discretionary100.0%
$19M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$19M
Total Accounts6
10Y AUM Change+$19M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee0:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.