Form D · Private Equity Fund

New Heritage Capital Fund IV, L.P.

Boston, MA · CIK 0001957676

Offering snapshot reported Dec 15, 2022 · SEC filing

Reported sold
Yet to sell
Indefinite offering
Investors reported
0
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Yet to occur
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Dec 15, 2022InitialYet 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
$4M (estimated)
Finders' fees
$0
Form D file number
021-467596

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
SixPoint Partners, LLC146067

Source: Form D, filed Dec 15, 2022. 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 IV, LP

Investment adviser: NEW HERITAGE CAPITAL, LLC

Gross asset value
$383M
Beneficial owners
34
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
Marketer HARRIS WILLIAMS NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
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 805-7813965151

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 Iv, Llc Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
800 Boylston Street, Suite 2200
Boston, MA, 02199