# New Heritage Capital: portfolio, investments and team > New Heritage Capital is a private equity based in United States. 1 investment on record, latest Oct 2025. Portfolio, stages, co-investors and team. Source: https://millionrounds.com/fund/new-heritage-capital (Millionrounds; every figure on the page links to its filing or article) United States · [Investor](https://millionrounds.com/investors) # New Heritage Capital Last cheque observed Oct 2025. Silence since then is not evidence of inactivity: our sources miss unannounced rounds. Email Private equity Quiet Last fund $15M, Apr 2023 Seed Series A Venture Capital & Private Equity Follow New Heritage Capital and see its new cheques in your feed. [Start following](https://millionrounds.com/login?join=1&why=follow&next=%2Ffund%2Fnew-heritage-capital) Cheques on record **0%** of best year **0** **cheques in 12 months**, 1 on record Since the last cheque **379** days **00** hrs **00** min **00** sec Median round **$10M** Rounds led **0 of 1** Pitch New Heritage Capital ## 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:** Seed Series A - **Sectors:** Venture Capital & Private Equity - **Based in:** Boston, United States - **Cold pitches:** Not accepted ## The record Every round we can evidence, newest first **1 appearances** - **2025** 1 round - **Oct** **[Bluwhale](https://millionrounds.com/company/bluwhale)** Series A · SG · Ventureburn **$10M** With 13 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** CK **Charles K. Gifford, Jr.** Managing Director i Filing they signed CK **Charles Kilvert Gifford** Elected Manager i Form ADV MJ **Mark Joseph Jrolf** Managing Member of General Partner i Filing they signed NM **Nicole Marie Norris** Elected Manager, CCO i Form 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 **$830M** assets it manages Oct 2026 **Registered** investment adviser full 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 **8** Co-investment vehicle **4** - New Heritage Capital Fund III, L.P. *Private equity* 22 investors $431M - New Heritage Capital Fund IV, L.P. *Private equity* 34 investors $362M - New Heritage Capital Fund III SPV, L.P. *Co-investment vehicle* 6 investors $116M - New Heritage Capital Fund, L.P. *Private equity* 24 investors $114M - New Heritage Capital Fund IV-B, L.P. *Private equity* 9 investors $76M - New Heritage Capital Fund III-B, L.P. *Private equity* 4 investors $34M - New Heritage Capital Fund-B, L.P. *Private equity* 14 investors $32M - New Heritage Capital Fund III SPV-2, L.P. *Co-investment vehicle* 1 investor $22M - NHC III GCM Co-Investors, L.P. *Co-investment vehicle* 3 investors $21M - Heritage-Continental Investors, LLC *Co-investment vehicle* 2 investors $18M And 2 more on the filing. ## Companies it bought Acquisitions by the firm itself **PRN Ambulance** **Undisclosed** Aug 2015 Latest fund on file **$15M** raised in Apr 2023 From its SEC filing. Nothing newer is on file yet. ## The cheque Seed Series A Median round joined **$10M** the round, not its cheque Led 0 of 1 rounds **0%** - **Sole investor:** Never alone - **Last cheque:** Oct 2025 Rounds by stage said on their site - Series A said *1* - Seed said *-* Cheques by month Led Joined Dec 2023 Nov 2026 **Pitching New Heritage Capital?** 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 *→* ## Quick answers about New Heritage Capital ### 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. ### How active is New Heritage Capital? 1 investments on record, 0 of them in the last 12 months. The most recent was in Oct 2025. ### What has New Heritage Capital invested in recently? Its most recent investments on record: Bluwhale (Series A, Oct 2025). ### How big are New Heritage Capital's cheques? The median round it joins is $10M. ### Is New Heritage Capital investing now? No investments in the last 12 months; the latest was in Oct 2025. ### What kind of investor is New Heritage Capital? New Heritage Capital is a private equity firm based in Boston, United States. ### How much does New Heritage Capital manage? About $830M, as regulatory assets under management (Oct 2026). ### Has New Heritage Capital raised a new fund? Its latest fund filing with the SEC was in Apr 2023, reporting $15M raised. ## 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. 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