NEW HERITAGE CAPITAL, LLC
CRD #160083 SEC #801-74243 BOSTON, MA 617-439-0688
SEC Registered Private Funds
Total AUM
$737.6M
Discretionary
$737.6M
Employees
17
Clients
--
Accounts
10
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $737.6M | $737.6M | $0 | 17 | 10 |
| Mar 2024 | $1.2B | $1.2B | $540.2K | 15 | 13 |
| Mar 2023 | $789.8M | $787.1M | $2.7M | 15 | 12 |
| Mar 2022 | $639M | $635.3M | $3.7M | 14 | 10 |
| Mar 2021 | $639.8M | $635.2M | $4.5M | 12 | 10 |
| Sep 2020 | $585.4M | $580.5M | $4.9M | 13 | 10 |
| Mar 2020 | $585.4M | $580.5M | $4.9M | 13 | 10 |
| Mar 2019 | $421.9M | $407.4M | $14.5M | 12 | 7 |
| Mar 2018 | $236M | $224.8M | $11.2M | 10 | 6 |
| Mar 2017 | $232.4M | $221.7M | $10.8M | 12 | 1 |
| Mar 2016 | $271.4M | $263M | $8.5M | 11 | 1 |
| Mar 2015 | $284.7M | $275M | $9.6M | 11 | 1 |
| Oct 2014 | $258.1M | $250M | $8.1M | 9 | 1 |
| Mar 2014 | $258.1M | $250M | $8.1M | 9 | 1 |
| Mar 2013 | $103.2M | $95.8M | $7.4M | 8 | 11 |
| May 2012 | $174.1M | $163.2M | $10.9M | -- | 1 |
| May 2012 | $174.1M | $163.2M | $10.9M | -- | 1 |
| Feb 2012 | $174.1M | $163.2M | $10.9M | -- | 1 |
DateMar 2025
Total AUM$737.6M
Discretionary$737.6M
Non-Disc.$0
Employees17
Clients10
DateMar 2024
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$540.2K
Employees15
Clients13
DateMar 2023
Total AUM$789.8M
Discretionary$787.1M
Non-Disc.$2.7M
Employees15
Clients12
DateMar 2022
Total AUM$639M
Discretionary$635.3M
Non-Disc.$3.7M
Employees14
Clients10
DateMar 2021
Total AUM$639.8M
Discretionary$635.2M
Non-Disc.$4.5M
Employees12
Clients10
DateSep 2020
Total AUM$585.4M
Discretionary$580.5M
Non-Disc.$4.9M
Employees13
Clients10
DateMar 2020
Total AUM$585.4M
Discretionary$580.5M
Non-Disc.$4.9M
Employees13
Clients10
DateMar 2019
Total AUM$421.9M
Discretionary$407.4M
Non-Disc.$14.5M
Employees12
Clients7
DateMar 2018
Total AUM$236M
Discretionary$224.8M
Non-Disc.$11.2M
Employees10
Clients6
DateMar 2017
Total AUM$232.4M
Discretionary$221.7M
Non-Disc.$10.8M
Employees12
Clients1
DateMar 2016
Total AUM$271.4M
Discretionary$263M
Non-Disc.$8.5M
Employees11
Clients1
DateMar 2015
Total AUM$284.7M
Discretionary$275M
Non-Disc.$9.6M
Employees11
Clients1
DateOct 2014
Total AUM$258.1M
Discretionary$250M
Non-Disc.$8.1M
Employees9
Clients1
DateMar 2014
Total AUM$258.1M
Discretionary$250M
Non-Disc.$8.1M
Employees9
Clients1
DateMar 2013
Total AUM$103.2M
Discretionary$95.8M
Non-Disc.$7.4M
Employees8
Clients11
DateMay 2012
Total AUM$174.1M
Discretionary$163.2M
Non-Disc.$10.9M
Employees--
Clients1
DateMay 2012
Total AUM$174.1M
Discretionary$163.2M
Non-Disc.$10.9M
Employees--
Clients1
DateFeb 2012
Total AUM$174.1M
Discretionary$163.2M
Non-Disc.$10.9M
Employees--
Clients1