# New Capital Partners: portfolio, investments and team > New Capital Partners is a private equity based in United States. 7 investments on record, latest Sept 2014. Portfolio, stages, co-investors and team. Source: https://millionrounds.com/fund/new-capital-partners (Millionrounds; every figure on the page links to its filing or article) United States · [Investor](https://millionrounds.com/investors) # New Capital Partners Last cheque observed Sep 2014. Silence since then is not evidence of inactivity: our sources miss unannounced rounds. Quiet New fund $225M, Jul 2014 Private equity Venture Series B Series A Consumer Health Care Venture Capital & Private Equity Cheques on record **0%** of best year **0** **cheques in 12 months**, 7 on record Since the last cheque **4421** days **00** hrs **00** min **00** sec Median round **$16M** Rounds led **0 of 7** Mostly in **United States, 100%** Pitch New Capital Partners ## New Capital Partners highlights - 01 7 rounds on record - 02 Mostly Venture and Series B: 71% of its rounds ## What they do > Filed 1 private fund offering with the SEC, the most recent in 2014-07 From their own website - **Type:** Private equity (from a list, unverified) - **Cheque size:** Not stated - **Sectors:** Consumer Health Care Venture Capital & Private Equity - **Based in:** Birmingham, United States - **Cold pitches:** Not stated ## The record Every round we can evidence, newest first **7 appearances** - **2014** 1 round - **Sept** **[Teladoc](https://millionrounds.com/company/teladoc)** Series C · US **$50M** With 9 others - **2011** 3 rounds - **Oct** **[OptiMine Software](https://millionrounds.com/company/optimine-software)** Series B · US · techcrunch.com **$3.6M** With 3 others - **Sept** **[Teladoc](https://millionrounds.com/company/teladoc)** Series A · US **$18** With 4 others - **Sept** **[Teladoc](https://millionrounds.com/company/teladoc)** Venture · US · finsmes.com **$19M** With 4 others - **2007** 1 round - **Jan** **[Senior Whole Health](https://millionrounds.com/company/senior-whole-health)** Series B · US **$16M** With 3 others - **2004** 2 rounds - **Nov** **[Senior Whole Health](https://millionrounds.com/company/senior-whole-health)** Venture · US **$7.5M** With 3 others - **Oct** **[Senior Whole Health](https://millionrounds.com/company/senior-whole-health)** Venture · US **$24M** With 3 others An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor. ## The team Named by the firm itself, on a filing, its Form ADV or its company registration **4 named** DB **Dana Bailey Levering** Chief Compliance Officer i Form ADV JB **James Brawner Little** Vice President and Secretary i Form ADV JK **James Kendall Outland** Managing Member i Filing they signed JB **Jim B Little, III** Managing Member i Filing they signed We also hold **18** people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them. ## What the register says From the firm's own filings with the SEC, which it must file accurately by law **$233M** assets it manages Oct 2026 **Registered** investment adviser full reporting to the SEC - **Legal name:** NCP Management Holdings, Inc. - **SEC number:** CRD 160075 Funds on its Form ADV **5** private funds, **$355M** in gross assets · filed Mar 2024 - New Capital Partners Private Equity Fund III, L.P. *Private equity* 38 investors $137M - New Capital Partners Private Equity Fund II, L.P. *Private equity* 40 investors $108M - New Capital Partners Private Equity Fund III-A, L.P. *Private equity* 11 investors $89M - New Capital Partners Private Equity Fund II-B, L.P. *Private equity* 83 investors $12M - New Capital Partners Private Equity Fund II-A, L.P. *Private equity* 2 investors $10M ## What they claim to have backed From their own portfolio page (on their website) **3** of 26 we have independently watched raise [Senior Whole Health](https://millionrounds.com/company/senior-whole-health)[Teladoc](https://millionrounds.com/company/teladoc)[Volly](https://millionrounds.com/company/volly) ACES Quality Management ASI / Safe Harbor Ariel Re Awarix Care Services Cogent Partners Control Case DotCom Therapy Fident Health Firerock GeoVera Healthfuse HospiScript Hospice Partners of America Medsurant National Bank of Commerce P&R Dental Strategies Precision Proctor U REPAY Sprout THMED Vincari Weaker than a round we watched, stronger than a list somebody sold us. A firm is far less willing to put a company on its own site that it never funded. New fund on file **$225M** raised in Jul 2014 From its SEC filing, not a journalist: a firm that has just raised has money to deploy. ## The cheque Venture Series B Series A Median round joined **$16M** the round, not its cheque Led 0 of 7 rounds **0%** - **Sole investor:** Never alone - **Last cheque:** Sept 2014 Rounds by stage said on their site - Venture *3* - Series B *2* - Series A *1* - Series C *1* Cheques by year Led Joined 2004 2014 Often in the room with - [HLM Investment Partners](https://millionrounds.com/fund/hlm-investment-partners) 3 - [Kleiner Perkins Caufield & Byers](https://millionrounds.com/fund/kleiner-perkins-caufield-and-byers) 3 - [Noro-Moseley Partners](https://millionrounds.com/fund/noro-moseley-partners) 3 - [SSM Partners](https://millionrounds.com/fund/alignment-capital-partners) 3 - [Trident Capital](https://millionrounds.com/fund/trident-capital) 3 - [Cardinal Partners](https://millionrounds.com/fund/cardinal-partners) 2 **Pitching New Capital Partners?** Put them on your fundraising board with this record on the card, and follow them to hear when they write a new cheque. Add to your CRM *→* ## Who they invest alongside The investors most often in the same rounds as New Capital Partners. A count of rooms they were both in, not a relationship either has claimed. [**HLM Investment Partners** VC firm **3** rounds together](https://millionrounds.com/fund/hlm-investment-partners)[**Kleiner Perkins Caufield & Byers** VC firm **3** rounds together](https://millionrounds.com/fund/kleiner-perkins-caufield-and-byers)[**Noro-Moseley Partners** Growth equity **3** rounds together](https://millionrounds.com/fund/noro-moseley-partners)[**SSM Partners** Family office **3** rounds together](https://millionrounds.com/fund/alignment-capital-partners)[**Trident Capital** VC firm **3** rounds together](https://millionrounds.com/fund/trident-capital)[**Cardinal Partners** Investment bank **2** rounds together](https://millionrounds.com/fund/cardinal-partners)[**Council Ventures** VC firm **2** rounds together](https://millionrounds.com/fund/council-ventures) ## Quick answers about New Capital Partners ### What does New Capital Partners invest in? New Capital Partners invests most often at Venture and Series B (71% of the rounds on record), in sectors such as Consumer, Health Care and Venture Capital & Private Equity. ### How active is New Capital Partners? 7 investments on record, 0 of them in the last 12 months. The most recent was in Sept 2014. ### How big are New Capital Partners's cheques? The median round it joins is $16M. ### Does New Capital Partners lead rounds? Rarely, if at all: none of its 7 investments on record names it as the lead. ### Where does New Capital Partners invest? Most of the companies it backs are in the United States (100%). ### Is New Capital Partners investing now? No investments in the last 12 months; the latest was in Sept 2014. ### Who does New Capital Partners invest alongside? Most often HLM Investment Partners (3 rounds together), Kleiner Perkins Caufield & Byers (3 rounds together) and Noro-Moseley Partners (3 rounds together). ### What kind of investor is New Capital Partners? New Capital Partners is a private equity firm based in Birmingham, United States. ## Raising now? Find the investors who back rounds like yours, and keep every conversation on one fundraising board. Find similar investorsOpen your CRM Built from the rounds we watched, its filings and its own website, refreshed every night. [How we count](https://millionrounds.com/methodology) · [Report a correction](https://millionrounds.com/corrections?slug=new-capital-partners) · [Is this your firm? Claim it](https://millionrounds.com/claim?org=new-capital-partners)