NEW HERITAGE CAPITAL, LLC

Overview

New Heritage Capital, LLC is a private equity manager that operates as sponsor, general partner and managing member of pooled investment vehicles. The firm, SEC-registered since 2012, focuses on pooled private equity structures and private placement activity for institutional clients. Its advisory activity centers on portfolio management for its funds, with a compensation model that includes performance-based fees alongside other fee components. Investment selection is driven by private-market deal sourcing and fund-level commitments rather than liquid public markets. New Heritage Capital positions itself to originate or control private investments through its sponsored vehicles and to participate as a GP alongside limited partners. The firm identifies and underwrites opportunities consistent with institutional private equity practices, and it reports being an active ESG investor — a factor that appears to be embedded in manager selection, due diligence and portfolio monitoring.

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Location & Offices