New Heritage Capital, LLC
● SEC registered since 2012CRD 160083SEC# 801-74243Boston, MA
Ranks #3,238 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$830M
Fund GAV
$830M
Private funds
10
Employees
15
Accounts
10
Location
Boston, MA
New Heritage Capital, LLC assets under management
New Heritage Capital, LLC is a registered investment adviser overseen by the SEC based in Boston, MA. The firm has been registered since 2012. It reports $830 million in regulatory assets under management and employs 15 people. New Heritage Capital, LLC manages 10 private funds with combined gross assets of $830 million, including New Heritage Capital Fund IV, LP. By regulatory assets, it ranks 3,238 of 6,004 private fund managers.
New Heritage Capital, LLC private funds
10 funds · $830M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| New Heritage Capital Fund IV, LP | Private Equity | $382.6M | — |
| New Heritage Capital Fund III, LP | Private Equity | $286.6M | — |
| New Heritage Capital Fund Iv-B, LP | Private Equity | $80.5M | — |
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Join to unlock · $37/moNew Heritage Capital, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Kilvert Gifford Control | Elected Manager | Under 5% | 2006 |
| Mark Joseph Jrolf Control | Member, Managing Member | Over 75% | 2006 |
| Nicole Marie Norris Control | Elected Manager, Cco | Under 5% | 2006 |
Frequently asked questions
How much does New Heritage Capital, LLC manage?
New Heritage Capital, LLC reports $830 million in regulatory assets under management on its Form ADV.
How many private funds does New Heritage Capital, LLC manage?
New Heritage Capital, LLC manages 10 private funds with combined gross assets of $830 million.
How many employees does New Heritage Capital, LLC have?
New Heritage Capital, LLC reports 15 employees.
Where is New Heritage Capital, LLC located?
New Heritage Capital, LLC is based in Boston, MA and has been SEC-registered since 2012.
Does New Heritage Capital, LLC disclose fund performance?
New Heritage Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 800 Boylston Street, Suite 2200, Boston, MA 02199 |
| Phone | 617-439-0688 |
| Fax | 617-439-0689 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$830M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 37%
Larger than 63% of 16,271 advisers
AUM vs fund managersTop 54%
Larger than 46% of 6,004 private-fund managers
Number of fundsTop 25%
More funds than 75% of fund managers
EmployeesTop 30%
More than 70% of 16,825 advisers
Assets under management
$830Mregulatory AUM
Discretionary $830M
Fund type mix
Private Equity6
Other Private4
Service providers
Auditor
Custodian