HEALTH VELOCITY MGMT LLC
Adviser information for HEALTH VELOCITY MGMT LLC last updated from Form ADV on March 28th, 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 | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| 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 | No |
|---|
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 | 0 | $0 |
| 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 | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-111699 |
|---|---|
| SEC ERA File Number | 802-111699 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 289730 |
| Legal Entity Identifier | None |
Principal Office
2121 S. EL CAMINO REALSUITE 200
SAN MATEO
CA
United States
Monday - Friday, 9AM - 5PM
Tel: 6506875000, Fax: None
Chief Compliance Officer
NoneIndustry Affiliates
| HEALTH VELOCITY CAPITAL I GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| HEALTH VELOCITY CAPITAL II GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| HEALTH VELOCITY CAPITAL 2020 IVY-SPV, LLC | Venture Capital Fund | $3.2M | $0.0M | 3 |
| HEALTH VELOCITY CAPITAL I EXECUTIVE NETWORK FUND, L.P. | Venture Capital Fund | $18.8M | $0.0M | 59 |
| HEALTH VELOCITY CAPITAL I, L.P. | Venture Capital Fund | $301.5M | $0.0M | 32 |
| HEALTH VELOCITY CAPITAL II EXECUTIVE NETWORK FUND, LP | Venture Capital Fund | $14.7M | $0.0M | 97 |
| HEALTH VELOCITY CAPITAL II, LP | Venture Capital Fund | $279.4M | $0.0M | 60 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| FELSENTHAL, MARTIN, R | Individual | – | MANAGING MEMBER | 06/2017 | > 75% |
| CROSBY, BRUCE, CURTIS | Individual | – | EXECUTIVE OFFICER | 06/2017 | < 5% |
| BHANSALI, SAURABH | Individual | – | EXECUTIVE OFFICER | 12/2021 | < 5% |