Form D · Private Equity Fund

New Heritage Capital Fund, L.P.

Boston, MA · CIK 0001580355

Offering snapshot reported Jan 14, 2014 · SEC filing

Reported sold
$137M
Indefinite offering
Investors reported
18
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jun 21, 2013
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$68.7M$137MJul 8, 2013: $92,470,000.00Jul 8, 2013Sep 27, 2013: $112,360,758.00Sep 27, 2013Jan 14, 2014: $137,461,005.00Jan 14, 2014

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$112,360,758 → $137,461,005
  • Reported investors13 → 18

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 14, 2014Amendment$137,461,005$25,100,247vs Sep 27, 201318SEC filing
Sep 27, 2013Amendment$112,360,758$19,890,758vs Jul 8, 201313SEC filing
Jul 8, 2013Initial$92,470,000No comparison11SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-199182
Please be advised that the Total Amount Sold above also includes securities issued to investor(s) under Regulation S.

Source: Form D, filed Jan 14, 2014. 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, LP

Investment adviser: NEW HERITAGE CAPITAL, LLC

Gross asset value
$3.73M
Beneficial owners
24
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 805-6295209923

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
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