New Heritage Capital advises private equity funds (the "Funds") that invest in operating companies. Heritage selects and manages investments for the Funds, typically equity investments in private, founder-owned, lower middle-market businesses. The Funds are marketed primarily to institutional investors and high net worth individuals. Heritage does not vary its investment advice from the terms of the Funds' governing documents.
Assets Under Management$740M
Clients10
AdvisorsN/A
Avg. per Client$74M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
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