# NEW HERITAGE CAPITAL, LLC

NEW HERITAGE CAPITAL, LLC of BOSTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 160083
- Type: SEC-registered investment adviser
- SEC file number: 801-74243
- Location: 800 BOYLSTON STREET, SUITE 2200, BOSTON, MA, 02199
- Phone: 617-439-0688
- Latest filing: 2026-03-27
- Regulatory AUM: $830.0M
- Discretionary AUM: $830.0M
- Clients: 15
- Accounts: 10

## Business model

- Compensation: Performance, Other
- Clients served: Investment cos

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| [Mark Joseph Jrolf](https://search.stillhousedata.com/person/714358) | MEMBER, MANAGING MEMBER | — |
| [Nicole Marie Norris](https://search.stillhousedata.com/person/714359) | ELECTED MANAGER, CCO | — |
| [Charles Kilvert Gifford](https://search.stillhousedata.com/person/714360) | ELECTED MANAGER | — |
| [GIFFORD CHARLES KILVERT](https://search.stillhousedata.com/person/779956) | ELECTED MANAGER; GENERAL PARTNER | — |
| [NORRIS NATALIE MARIE](https://search.stillhousedata.com/person/809717) | CCO/GENERAL PARTNER; CCO/GENERAL PARTNER/COO; ELECTED MANAGER, CCO | — |
| [JROLF MARK JOSEPH](https://search.stillhousedata.com/person/824598) | MANAGING GENERAL PARTNER; MEMBER, MANAGING MEMBER | — |


## Private funds (10)

Mix: Private Equity Fund 6 · Other Private Fund 4

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| NEW HERITAGE CAPITAL FUND IV, LP | Private Equity Fund | Delaware | 34 | $382.6M | — |
| NEW HERITAGE CAPITAL FUND III, LP | Private Equity Fund | Delaware | 22 | $286.6M | — |
| NEW HERITAGE CAPITAL FUND IV-B, LP | Private Equity Fund | Delaware | 9 | $80.5M | — |
| NEW HERITAGE CAPITAL FUND III SPV-2, LP | Other Private Fund | Delaware | 1 | $33.9M | — |
| NEW HERITAGE CAPITAL FUND III-B, LP | Private Equity Fund | Delaware | 4 | $22.8M | — |
| NHC III GCM CO-INVESTORS, LP | Other Private Fund | Delaware | 3 | $16.4M | — |
| NEW HERITAGE CAPITAL FUND, LP | Private Equity Fund | Delaware | 24 | $3.7M | — |
| NEW HERITAGE CAPITAL FUND III SPV, LP | Other Private Fund | Delaware | 6 | $2.4M | — |
| NEW HERITAGE CAPITAL FUND-B, LP | Private Equity Fund | Delaware | 14 | $1.0M | — |
| HERITAGE-CONTINENTAL INVESTORS, LLC | Other Private Fund | Delaware | 2 | $117K | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/160083/brochure
- Similar advisers: https://search.stillhousedata.com/firm/160083/similar
- Related entities: https://search.stillhousedata.com/firm/160083/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/160083

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.