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Angelica Aquilino

Heritage House Asset Management

Boston, MA

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Current Employers
Heritage House Asset Management

50 Congress Street Suite 700, Boston, MA 02109 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-04-16
  • MA RA
    APPROVED
    Since 2024-04-16

Branch Locations

50 Congress Street Suite 700, Boston, MA 02109 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wellington Management Company (Starpoint Solutions Onsite) Boston MA 02/2016 08/2018
Unemployed Boston MA 08/2018 10/2020
Heritage House Asset Management Boston MA 10/2020 Present
  • 02/2016 → 08/2018
    Wellington Management Company (Starpoint Solutions Onsite)
    Boston, MA
  • 08/2018 → 10/2020
    Unemployed
    Boston, MA
  • 10/2020 → Present
    Heritage House Asset Management
    Boston, MA
Other Businesses

Travel Consultant for Individuals traveling to Italy

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-15
  • S65 Uniform Investment Adviser Law Examination
    2023-09-15

View on SEC IAPD

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Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

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