| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| New Heritage Capital Fund IV, LP | Private Equity | $356.7M | — |
| New Heritage Capital Fund III, LP | Private Equity | $243M | — |
| New Heritage Capital Fund Iv-B, LP | Private Equity | $75M | — |
| 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 |
New Heritage Capital, LLC reports $737.6 million in regulatory assets under management on its Form ADV.
New Heritage Capital, LLC manages 10 private funds with combined gross assets of $737.6 million.
New Heritage Capital, LLC reports 17 employees.
New Heritage Capital, LLC is based in Boston, MA and has been SEC-registered since 2012.
New Heritage Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $737.6M |
| Non-discretionary | $0 |
| Total (RAUM) | $737.6M |