Form D · Private Equity Fund

New Heritage Capital Fund-B, L.P.

Boston, MA · CIK 0001580356

Offering snapshot reported Sep 27, 2013 · SEC filing

Reported sold: $39.4M
Investors reported: 10
Minimum accepted: $0
First sale: Jun 21, 2013

Fundraising history

Reported sold

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

Reported sold$27,830,000 → $39,439,242
Reported investors7 → 10

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Sep 27, 2013	Amendment	$39,439,242	$11,609,242vs Jul 8, 2013	10	SEC filing
Jul 8, 2013	Initial	$27,830,000	No comparison	7	SEC filing

Offering details

Securities: Equity, Pooled investment fund
Exemptions: 3C, 3C.7
Duration over one year: No
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-199188

Please be advised that the Total Amount Sold above also includes securities issued to investor(s) under Regulation S.

Source: Form D, filed Sep 27, 2013. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

NEW HERITAGE CAPITAL FUND-B, LP

Investment adviser: NEW HERITAGE CAPITAL, LLC

Gross asset value: $1.03M
Beneficial owners: 14
ADV minimum commitment: $0

Reported in Form ADV on Mar 27, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor RSM US LLP BOSTON, Massachusetts, United States

Custodian COMERICA BANK SAN JOSE, California, United States Related to adviser: No

Marketer DMS CAPITAL SOLUTIONS, INC. NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: Yes

RSM US LLP
PCAOB 49

DMS CAPITAL SOLUTIONS, INC.
CRD 150695 · SEC 8-68283

Filing source

Form ADV 2077548 · Mar 27, 2026 · Schedule D 7.B.(1), fund 805-4096254391

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
Charles K. Gifford, Jr.	Director
Mark J. Jrolf	Director, Executive
Nicole Norris	Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

800 Boylston Street Suite 1535
Boston, MA, 02199