← Tributary

NEW HERITAGE CAPITAL, LLC

BOSTON, MA · CRD 160083 · IAPD ↗ · newheritagecapital.com · 617-439-0688

$830.0MRegulatory AUM
10Advisory reps
15Employees
10Clients
n/aPlanning clients
10Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

33
April 2025 — NEW HERITAGE CAPITAL, LLC reported RAUM down 40% ($1.23B -> $737.6M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
70
April 2024 — NEW HERITAGE CAPITAL, LLC crossed $1B in regulatory AUM ($789.8M -> $1.23B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.