Company Information

Get to know American Heritage Capital, LP

American Heritage Capital is a boutique investment banking firm founded in 1989. The company specializes in providing merger and acquisition (M&A) advisory, capital raising, and valuation services to middle-market and family-owned businesses. Their mission is to offer senior-level, expert guidance throughout complex financial transactions, ensuring clients receive dedicated attention from initiation to closing. They serve a diverse range of industries and leverage their extensive network to connect sellers with strategic buyers and help companies secure growth capital.

Industry

Financial InvestmentPRIMARY
Financial Financial Advisement
Financial Other Service

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American Heritage Capital, LP

United States

Founded in

2002 (24 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.