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NEW HERITAGE CAPITAL, LLC
CRD 160083 · SEC 801-74243
800 BOYLSTON STREET, SUITE 2200, BOSTON, MA, 02199, United States
Phone
617-439-0688
Fax
617-439-0689
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$830.0M
Discretionary AUM
$830.0M
Team
15 total employees; 10 advisory reps; 10 broker-dealer reps
Clients
—
Fees
Performance-based fees; % OF INVESTED CAPITAL, % OF COMMITTED CAPITAL OR % OF COST BASIS
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 10 | $830.0M |
States served
MA
All web addresses on file
Official SEC filing: View on IAPD