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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GIFFORD, CHARLES, KILVERT | I | ELECTED MANAGER | NA | Control |
| GIFFORD, CHARLES, KILVERT | I | GENERAL PARTNER | NA | Control |
| GIFFORD, CHARLES, KILVERT | I | ELECTED MANAGER | NA | Control |
| GIFFORD, CHARLES, KILVERT | I | GENERAL PARTNER | NA | Control |
| GIFFORD, CHARLES, KILVERT | I | GENERAL PARTNER | NA | Control |
| GIFFORD, CHARLES, KILVERT | I | GENERAL PARTNER | NA | Control |
| GIFFORD, CHARLES, KILVERT | I | GENERAL PARTNER | NA | Control |
| GIFFORD, CHARLES, KILVERT | I | ELECTED MANAGER | NA | Control |
| GIFFORD, CHARLES, KILVERT | I | ELECTED MANAGER | NA | Control |
| GIFFORD, CHARLES, KILVERT | I | ELECTED MANAGER | NA | Control |
| GIFFORD, CHARLES, KILVERT | I | ELECTED MANAGER | NA | Control |
| GIFFORD, CHARLES, KILVERT | I | ELECTED MANAGER | NA | Control |
| GIFFORD, CHARLES, KILVERT | I | ELECTED MANAGER | NA | Control |
| GIFFORD, CHARLES, KILVERT | I | ELECTED MANAGER | NA | Control |
| GIFFORD, CHARLES, KILVERT | I | ELECTED MANAGER | NA | Control |
| GIFFORD, CHARLES, KILVERT | I | ELECTED MANAGER | NA | Control |
| GIFFORD, CHARLES, KILVERT | I | ELECTED MANAGER | NA | Control |
| GIFFORD, CHARLES, KILVERT | I | ELECTED MANAGER | NA | Control |
| NORRIS, NICOLE, MARIE | I | ELECTED MANAGER, CCO | NA | Control |
| NORRIS, NICOLE, MARIE | I | CCO/GENERAL PARTNER/COO | NA | Control |
| NORRIS, NICOLE, MARIE | I | ELECTED MANAGER, CCO | NA | Control |
| NORRIS, NICOLE, MARIE | I | CCO/GENERAL PARTNER | NA | Control |
| NORRIS, NICOLE, MARIE | I | CCO/GENERAL PARTNER | NA | Control |
| NORRIS, NICOLE, MARIE | I | CCO/GENERAL PARTNER | NA | Control |
| NORRIS, NICOLE, MARIE | I | CCO/GENERAL PARTNER | NA | Control |
| NORRIS, NICOLE, MARIE | I | ELECTED MANAGER, CCO | NA | Control |
| NORRIS, NICOLE, MARIE | I | ELECTED MANAGER, CCO | NA | Control |
| NORRIS, NICOLE, MARIE | I | ELECTED MANAGER, CCO | NA | Control |
| NORRIS, NICOLE, MARIE | I | ELECTED MANAGER, CCO | NA | Control |
| NORRIS, NICOLE, MARIE | I | ELECTED MANAGER, CCO | NA | Control |
| NORRIS, NICOLE, MARIE | I | ELECTED MANAGER, CCO | NA | Control |
| NORRIS, NICOLE, MARIE | I | ELECTED MANAGER, CCO | NA | Control |
| NORRIS, NICOLE, MARIE | I | ELECTED MANAGER, CCO | NA | Control |
| NORRIS, NICOLE, MARIE | I | ELECTED MANAGER, CCO | NA | Control |
| NORRIS, NICOLE, MARIE | I | ELECTED MANAGER, CCO | NA | Control |
| NORRIS, NICOLE, MARIE | I | ELECTED MANAGER, CCO | NA | Control |
| JROLF, MARK, JOSEPH | I | MEMBER, MANAGING MEMBER | E | Control |
| JROLF, MARK, JOSEPH | I | MANAGING GENERAL PARTNER | E | Control |
| JROLF, MARK, JOSEPH | I | MEMBER, MANAGING MEMBER | E | Control |
| JROLF, MARK, JOSEPH | I | MANAGING GENERAL PARTNER | E | Control |
| JROLF, MARK, JOSEPH | I | MANAGING GENERAL PARTNER | E | Control |
| JROLF, MARK, JOSEPH | I | MANAGING GENERAL PARTNER | E | Control |
| JROLF, MARK, JOSEPH | I | MANAGING GENERAL PARTNER | E | Control |
| JROLF, MARK, JOSEPH | I | MEMBER, MANAGING MEMBER | E | Control |
| JROLF, MARK, JOSEPH | I | MEMBER, MANAGING MEMBER | E | Control |
| JROLF, MARK, JOSEPH | I | MEMBER, MANAGING MEMBER | E | Control |
| JROLF, MARK, JOSEPH | I | MEMBER, MANAGING MEMBER | E | Control |
| JROLF, MARK, JOSEPH | I | MEMBER, MANAGING MEMBER | E | Control |
| JROLF, MARK, JOSEPH | I | MEMBER, MANAGING MEMBER | E | Control |
| JROLF, MARK, JOSEPH | I | MEMBER, MANAGING MEMBER | E | Control |
| JROLF, MARK, JOSEPH | I | MEMBER, MANAGING MEMBER | E | Control |
| JROLF, MARK, JOSEPH | I | MEMBER, MANAGING MEMBER | E | Control |
| JROLF, MARK, JOSEPH | I | MEMBER, MANAGING MEMBER | E | Control |
| JROLF, MARK, JOSEPH | I | MEMBER, MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (1)
MA
Address
800 BOYLSTON STREETSUITE 2200
BOSTON, MA 02199
United States
Phone: 617-439-0688