United States · What does New Heritage Capital invest in?
New Heritage Capital invests most often at Series A (100% of the rounds on record), in sectors such as Venture Capital & Private Equity.
New Heritage Capital highlights
- 01
1 rounds on record
- 02
Mostly Series A: 100% of its rounds
What they do
New Heritage Capital specializes in private equity for founder and entrepreneur-owned businesses through minority recapitalization and growth equity structures.From their own website
- Type
- Private equity (from a list, unverified)
- Cheque size
- Not stated
- Stages
- SeedSeries A
- Sectors
- Venture Capital & Private Equity
- Based in
- Boston, United States
- Cold pitches
- Not accepted
The record
Every round we can evidence, newest first1 appearances
- 2025
1 round
- Oct
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 registration4 named
CKCharles K. Gifford, Jr.Managing DirectoriFiling they signed
CKCharles Kilvert GiffordElected ManageriForm ADV
MJMark Joseph JrolfManaging Member of General PartneriFiling they signed
NMNicole Marie NorrisElected Manager, CCOiForm ADV
We also hold 19 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
$830Massets it managesOct 2026
Registeredinvestment adviserfull reporting to the SEC
- Legal name
- NEW Heritage Capital, LLC
- SEC number
- CRD 160083
Funds on its Form ADV
12 private funds, $1.2B in gross assets · filed Mar 2024
Private equity 8Co-investment vehicle 4
- New Heritage Capital Fund III, L.P.Private equity22 investors$431M
- New Heritage Capital Fund IV, L.P.Private equity34 investors$362M
- New Heritage Capital Fund III SPV, L.P.Co-investment vehicle6 investors$116M
- New Heritage Capital Fund, L.P.Private equity24 investors$114M
- New Heritage Capital Fund IV-B, L.P.Private equity9 investors$76M
- New Heritage Capital Fund III-B, L.P.Private equity4 investors$34M
- New Heritage Capital Fund-B, L.P.Private equity14 investors$32M
- New Heritage Capital Fund III SPV-2, L.P.Co-investment vehicle1 investor$22M
- NHC III GCM Co-Investors, L.P.Co-investment vehicle3 investors$21M
- Heritage-Continental Investors, LLCCo-investment vehicle2 investors$18M
And 2 more on the filing.
Companies it bought
Acquisitions by the firm itself
PRN AmbulanceUndisclosedAug 2015