NEW HERITAGE CAPITAL, LLC

800 Boylston Street
Suite 2200
Boston, Massachusetts 02199
Tel: 617-439-0688

About NEW HERITAGE CAPITAL, LLC

NEW HERITAGE CAPITAL, LLC, formally registered with the SEC as NEW HERITAGE CAPITAL, LLC. The firm was established in 03/30/2012. They have over 1 offices throughout the country.

NEW HERITAGE CAPITAL, LLC is a Boston, Massachusetts based Financial Planning firm with nearly $1,232,430,411 assets under management, offering retirement planning & investment advisory services to 13 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	160083
SEC#	801-74243
Assets Managed by Firm	$1,232,430,411
No. of Clients	13
No. of Advisors	15

Fee Structure

Performance Based
Other (% OF INVESTED CAPITAL, % OF COMMITTED CAPITAL OR % OF COST BASIS)

Advisory Services Provided

Portfolio management for pooled investment vehicles
Other (INVESTMENT MANAGEMENT SERVICES FOR A LIMITED NUMBER OF INSTITUTIONAL ACCOUNTS)

Firm Client Information

	No. of Clients	AUM
Firm Total	13	$1,232,430,411
Corporations or other businesses	1	$540,150

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