HEALTH CATALYST CAPITAL MANAGEMENT, LLC
Adviser information for HEALTH CATALYST CAPITAL MANAGEMENT, LLC last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 4 | $361.5M |
| Non-Discretionary | 0 | $0 |
| Total | 4 | $361.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 4 | $361.5M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-119194 |
|---|---|
| SEC ERA File Number | 801-119194 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 282602 |
| Legal Entity Identifier | N/A |
Principal Office
515 MADISON AVENUE27TH FLOOR
NEW YORK
NY
United States
Monday - Friday, 9 A.M - 5 P.M.
Tel: (212) 752-2225, Fax: None
Chief Compliance Officer
JOHN HOLZWARTH
515 MADISON AVENUE
27TH FLOOR
NEW YORK
NY
United States
Tel:
(718) 938-3438
J***@************************M
(Full email address available in API data)
Regulatory Contact
CHARLES BOORADY
MANAGING PARTNER
515 MADISON AVENUE
27TH FLOOR
NEW YORK
NY
United States
Tel:
(212) 752-2225
C******@************************M
(Full email address available in API data)
Industry Affiliates
| HEALTH CATALYST ASSOCIATES ANNEX, LLC | Sponsor, GP, manager of pooled investment vehicles |
| HEALTH CATALYST ASSOCIATES II, LLC | Sponsor, GP, manager of pooled investment vehicles |
| HEALTH CATALYST ASSOCIATES, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| HCC COINVEST QBD 18, L.P. | Private Equity Fund | $40.2M | $0.0M | 8 |
| HEALTH CATALYST CAPITAL ANNEX FUND I, L.P. | Private Equity Fund | $9.1M | $0.0M | 8 |
| HEALTH CATALYST CAPITAL II, L.P. | Private Equity Fund | $157.1M | $0.1M | 25 |
| HEALTH CATALYST CAPITAL, L.P. | Private Equity Fund | $155.0M | $0.1M | 24 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ROSS, DANIEL, ROBERT | Individual | – | PARTNER | 09/2020 | < 5% |
| HOLZWARTH, JOHN, CARL | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2024 | < 5% |
| BOORADY, CHARLES, ANDREW | Individual | – | MANAGING PARTNER | 12/2015 | > 75% |