NEW HERITAGE CAPITAL, LLC of BOSTON, MA is an SEC-registered investment adviser (CRD 160083). Regulatory assets under management: $830.0M.
Compensation: Performance, Other.
Clients served: Investment cos.
| Name | Role | Location |
|---|---|---|
| Mark Joseph Jrolf | MEMBER, MANAGING MEMBER | — |
| Nicole Marie Norris | ELECTED MANAGER, CCO | — |
| Charles Kilvert Gifford | ELECTED MANAGER | — |
| GIFFORD CHARLES KILVERT | ELECTED MANAGER; GENERAL PARTNER | — |
| NORRIS NATALIE MARIE | CCO/GENERAL PARTNER; CCO/GENERAL PARTNER/COO; ELECTED MANAGER, CCO | — |
| JROLF MARK JOSEPH | MANAGING GENERAL PARTNER; MEMBER, MANAGING MEMBER | — |
Private Equity Fund: 6 · Other Private Fund: 4
| Fund | Type | Formed | Owners | Gross asset value | 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 | — |