Form D · Private Equity Fund

New Heritage Capital Fund III, L.P.

Boston, MA · CIK 0001759360

Offering snapshot reported Dec 18, 2019 · SEC filing

Reported sold
$206M
Indefinite offering
Investors reported
17
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Dec 6, 2018
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported investors0 → 17

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Dec 18, 2019Amendment$205,800,000No comparison17SEC filing
Dec 11, 2018InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$3M (estimated)
Finders' fees
$0
Form D file number
021-327597

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
SixPoint Partners, LLC146067

Source: Form D, filed Dec 18, 2019. 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 III, LP

Investment adviser: NEW HERITAGE CAPITAL, LLC

Gross asset value
$287M
Beneficial owners
22
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 HARRIS WILLIAMS 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

HARRIS WILLIAMS
CRD 113930 · SEC 8-53380

Filing source

Form ADV 2077548 · Mar 27, 2026 · Schedule D 7.B.(1), fund 805-7652454771

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
NameReported role
Mark Jrolf Executive
N/A New Heritage Capital Gp Iii, Llc Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
800 Boylston Street, Suite 1535
Boston, MA, 02199