Data / Investment advisers / Massachusetts / New Heritage Capital, LLC
New Heritage Capital, LLC, Boston, MA: $830 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
New Heritage Capital, LLC is an SEC registered investment adviser with its main office in Boston, Massachusetts and reports $830 million in regulatory assets under management in its Form ADV filed March 27, 2026. Its clients include pooled investment vehicles. It is paid through performance based fees and other fees. It advises 10 private funds.
The request: Watch New Heritage Capital, LLC (CRD number 160083): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 160083
- SEC file number
- 801-74243
- SEC status
- Approved, effective March 30, 2012
- Main office
- 800 Boylston Street Suite 2200, Boston, MA 02199
- Phone
- (617) 439-0688
- Website
- newheritagecapital.com
- Regulatory AUM
- $830,004,955 in the Form ADV filed March 27, 2026
- Discretionary AUM
- $830,004,955
- Accounts
- 10
- Employees
- 15, of which 10 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- performance based fees, other fees
- Private funds
- 10: 6 private equity funds, 4 other private funds
- Gross assets of private funds
- $830,004,955
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 27, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 10 | $830 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $830 million | March 27, 2026 |
| December 1, 2025 | $737.6 million | March 31, 2025 |
Other advisers in Boston
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Rs2 Healthcare Partners | Boston | $923.7 million | 6 | adviserinfo.sec.gov |
| Long Wharf Capital LLC | Boston | $919.1 million | 4 | adviserinfo.sec.gov |
| Eagleclaw Capital Management LLC | Boston | $896.2 million | Not listed | adviserinfo.sec.gov |
| Openview Advisors, LLC | Boston | $839 million | 9 | adviserinfo.sec.gov |
| Denali Growth Partners | Boston | $830.6 million | 7 | adviserinfo.sec.gov |
| J.P. Marvel Wealth Management, Inc. | Boston | $820.7 million | Not listed | adviserinfo.sec.gov |
| Clear Brook Advisors, Inc. | Boston | $817.8 million | Not listed | adviserinfo.sec.gov |
| Northstar Asset Management, Inc | Boston | $805.9 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Boston, MA
- Investment advisers in Massachusetts
- Advisers with $500 million to $1 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- New Heritage Capital, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.