HEALTHCOR PARTNERS MANAGEMENT, L.P.
Adviser information for HEALTHCOR PARTNERS MANAGEMENT, L.P. last updated from Form ADV on March 26th, 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 Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 2 |
| 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 | 3 | $170.8M |
| Non-Discretionary | 0 | $0 |
| Total | 3 | $170.8M |
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 | 3 | $170.8M |
| 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 |
Principal Office
701 EAST BAY STREETSUITE 516
CHARLESTON
SC
United States
Monday - Friday, 8AM-6PM
Tel: 212-622-7726, Fax: None
Websites
Chief Compliance Officer
ELIZABETH LILLEY
VP FINANCE
701 EAST BAY ST
SUITE 516
CHARLESTON
SC
United States
Tel:
212-622-7726
E******@****************M
(Full email address available in API data)
Industry Affiliates
| HCPCIV-SPECIAL MBR, LLC | Sponsor, GP, manager of pooled investment vehicles |
| HEALTHCOR HYBRID OFFSHORE GP, LLC | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| HEALTHCOR MANAGEMENT L.P. | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| HEALTHCOR OFFSHORE GP, LLC | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| HEALTHCOR OFFSHORE II GP, LLC | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| HEALTHCOR PARTNERS GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| HEALTHCOR PARTNERS II, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| HEALTHCOR PARTNERS MANAGEMENT GP, LLC | Sponsor or syndicator of limited partnerships |
| HEALTHCOR PARTNERS, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| HEALTHCOR THERAPEUTICS GP, LLC | Commodity pool operator or commodity trading advisor |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| HCPCIV 1 LLC | SPECIAL PURPOSE CO-INVEST VEHICLE | $101.8M | $0.0M | 49 |
| HEALTHCOR PARTNERS FUND II, L.P. | Private Equity Fund | $31.6M | $5.0M | 23 |
| HEALTHCOR PARTNERS FUND, L.P. | Private Equity Fund | $37.4M | $5.0M | 36 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HEALEY, JOSEPH, PATRICK | Individual | – | PARTNER | 07/2007 | 25-50% |
| COHEN, ARTHUR, B | Individual | – | PARTNER | 07/2007 | 25-50% |
| LIGHTCAP, JEFFREY, CHARLES | Individual | – | PARTNER AND CEO | 07/2007 | 25-50% |
| HEALTHCOR PARTNERS MANAGEMENT GP, LLC | Domestic Entity | – | GENERAL PARTNER OF HEALTHCOR PARTNERS MANAGEMENT, L.P. | 07/2007 | < 5% |
| COHEN, ARTHUR, B | Individual | HEALTHCOR PARTNERS MANAGEMENT GP, LLC | MANAGING MEMBER | 07/2007 | 25-50% |
| LIGHTCAP, JEFFREY, CHARLES | Individual | HEALTHCOR PARTNERS MANAGEMENT GP, LLC | MANAGING MEMBER | 07/2007 | 25-50% |
| HEALEY, JOSEPH, PATRICK | Individual | HEALTHCOR PARTNERS MANAGEMENT GP, LLC | MANAGING MEMBER | 07/2007 | 25-50% |
| LILLEY, ELIZABETH, MILLER | Individual | – | VICE PRESIDENT OF FINANCE AND CHIEF COMPLIANCE OFFICER | 03/2017 | < 5% |