RIA Intel›Advisers›Massachusetts›NEW HERITAGE CAPITAL, LLC

NEW HERITAGE CAPITAL, LLC

Advisory

N·BOSTON, MA

Data as of Mar 27, 2026 · Source: SEC Form ADV

Total AUM

$830M

1-Year AUM Growth

-40.1%

3-Year CAGR

+4.9%

Employees

10

Assets Under Management

Total AUM$830M

Discretionary AUM$830M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients10

Team

Total Employees10

Investment Advisers15

Employee Growth (1Y)—

Filing History

Total Filings on Record18

First FilingFeb 15, 2012

Latest FilingMar 27, 2026

🔒 Full AUM trend chart and 18 historical filings spanning 14+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on NEW HERITAGE CAPITAL, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.