New Heritage Capital, Llc
- Regulatory AUM
- $830M
- Discretionary
- $830M
- Clients
- 10
- Avg AUM / client
- $83.0M
- Accounts
- 10
- Employees
- 15
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 10 | $830M | 100.0% |
Private funds (12)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $1.2B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| New Heritage Capital Fund Iii, Lp | Private Equity Fund | Delaware | $431M | 22 |
| New Heritage Capital Fund Iv, Lp | Private Equity Fund | Delaware | $362M | 34 |
| New Heritage Capital Fund Iii Spv, Lp | Other Private Fund | Delaware | $116M | 6 |
| New Heritage Capital Fund, Lp | Private Equity Fund | Delaware | $114M | 24 |
| New Heritage Capital Fund Iv B, Lp | Private Equity Fund | Delaware | $76.2M | 9 |
| New Heritage Capital Fund Iii B, Lp | Private Equity Fund | Delaware | $34.3M | 4 |
| New Heritage Capital Fund B, Lp | Private Equity Fund | Delaware | $31.6M | 14 |
| New Heritage Capital Fund Iii Spv 2, Lp | Other Private Fund | Delaware | $22.0M | 1 |
| Nhc Iii Gcm Co Investors, Lp | Other Private Fund | Delaware | $21.4M | 3 |
| Heritage Continental Investors, Llc | Other Private Fund | Delaware | $17.5M | 2 |
| Heritage Pt Fund, Lp | Private Equity Fund | Delaware | $2.9M | 14 |
| Heritage Pt Fund B, Lp | Private Equity Fund | Delaware | $1.9M | 4 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gifford, Charles, Kilvert | Elected Manager | Nov 2006 (20y) | Less than 5% | |
| Jrolf, Mark, Joseph | Member, Managing Member | Nov 2006 (20y) | 75% or more | |
| Norris, Nicole, Marie | Elected Manager, Cco | Nov 2006 (20y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (12, $1.2B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| New Heritage Capital Fund Iii, Lp | Private Equity Fund | $431M | $0 | 22 |
| New Heritage Capital Fund Iv, Lp | Private Equity Fund | $362M | $0 | 34 |
| New Heritage Capital Fund Iii Spv, Lp | Other Private Fund | $116M | $0 | 6 |
| New Heritage Capital Fund, Lp | Private Equity Fund | $114M | $0 | 24 |
| New Heritage Capital Fund Iv B, Lp | Private Equity Fund | $76.2M | $0 | 9 |
| New Heritage Capital Fund Iii B, Lp | Private Equity Fund | $34.3M | $0 | 4 |
| New Heritage Capital Fund B, Lp | Private Equity Fund | $31.6M | $0 | 14 |
| New Heritage Capital Fund Iii Spv 2, Lp | Other Private Fund | $22.0M | $0 | 1 |
| Nhc Iii Gcm Co Investors, Lp | Other Private Fund | $21.4M | $0 | 3 |
| Heritage Continental Investors, Llc | Other Private Fund | $17.5M | $0 | 2 |
| Heritage Pt Fund, Lp | Private Equity Fund | $2.9M | $0 | 14 |
| Heritage Pt Fund B, Lp | Private Equity Fund | $1.9M | $0 | 4 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 2.85 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Performance-based fees
- • Other fees
- • % OF INVESTED CAPITAL, % OF COMMITTED CAPITAL OR % OF COST BASIS
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗