New Heritage Capital
Private Equity SEC-registered adviser
Legal name: New Heritage Capital, LLC
Boston, MA Website
AUM
$830.0M
Regulatory AUM
Private funds
10
Private Equity 6 · Other 4
Private fund assets
$830.0M
Gross asset value
Employees
15
Last Form D raise
Apr 2023
Most recent fund filing
From SEC Form ADV filing (filed Mar 27, 2026). View on SEC
People(1)
Owners and executive officers named on the firm's SEC Form ADV.
M
Funds(10)
Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.
| Fund | Type | Gross assets | Raised (Form D) | Investors | Last Form D | Recency |
|---|---|---|---|---|---|---|
| New Heritage Capital Fund Iv-B, LP | Private Equity | $80.5M | — | — | Apr 2023 | Cold |
| New Heritage Capital Fund IV, LP | Private Equity | $382.6M | — | — | Dec 2022 | Cold |
| New Heritage Capital Fund III SPV-2, LP | Other | $33.9M | — | — | May 2022 | Cold |
| New Heritage Capital Fund Iii-B, LP | Private Equity | $22.8M | $15.0M | 2 | Dec 2019 | Cold |
| New Heritage Capital Fund III, LP | Private Equity | $286.6M | $205.8M | 17 | Dec 2019 | Cold |
| Nhc III Gcm Co-Investors, LP | Other | $16.4M | $11.0M | 3 | Jul 2019 | Cold |
| New Heritage Capital Fund III SPV, LP | Other | $2.4M | $24.4M | 5 | Jul 2019 | Cold |
| New Heritage Capital Fund, LP | Private Equity | $3.7M | $137.5M | 18 | Jan 2014 | Cold |
| New Heritage Capital Fund-B, LP | Private Equity | $1.0M | — | — | — | |
| Heritage-Continental Investors, LLC | Other | $117K | — | — | — |
Board seats
Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.
No board seats matched from SEC filings yet.
Regulatory identifiers
- CRD number
- 160083
- SEC file number
- 801-74243
Sources
- SEC Form ADV Oct 14, 2026