HG CAPITAL MANAGEMENT, LLC

other names
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Adviser Profile
As of Date 03/15/2024
Adviser Type - Large advisory firm
Number of Employees 14
of those in investment advisory functions 11
Registration SEC, Approved, 02/11/2021
Other registrations (1)
Former registrations

HG CAPITAL MANAGEMENT, LLC

AUM* 806,473,742 9.48%
of that, discretionary 806,473,742 9.48%
Private Fund GAV* 806,473,742 4.26%
Avg Account Size 201,618,436 9.48%
SMA’s No
Private Funds 4
Contact Info 615 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
745M 639M 532M 426M 319M 213M 106M
2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeVenture Capital Fund Count4 GAV$806,473,742

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Brochure Summary

Overview

Advisory Business Heritage Group actively supports the founding, growth and ultimate sale of several healthcare businesses. In 2010, Heritage Group established HG Capital Management LLC, a Delaware limited liability company with its principal place of business in Nashville, Tennessee. Heritage Group provides discretionary investment advisory services to privately offered pooled investment vehicles (each a “Fund” and, collectively, the “Funds”) exempt from registration under the Investment Company Act of 1940, as amended. Heritage Group was formed in 2010. Heritage Group’s principal owners are Rock Morphis, David McClellan, Jesse Bland, Lauren Brueggen and Graham Hunter (each a “Partner” and, collectively, the “Partners”). Heritage Group will pursue its investment strategy through managing the Funds and will have discretion with respect to investment decisions made for the Funds. Heritage Group will provide investment advisory services to a Fund based on the investment objectives and strategies described in each Fund’s confidential offering memorandum and governing documents (referred
to collectively as “Offering Documents”). Through each Fund’s investment committee (the “Investment Committee”), Heritage Group will provide advisory services to each Fund by seeking to invest in innovative healthcare services and healthcare technology companies that are addressing the challenges of the U.S. Healthcare system. Furthermore, each Fund has (i) one or more “Strategic Advisory Committees” consisting of representatives of Fund investors (the “Strategic Partners”) and (ii) an “LP Advisory Committee” consisting of a non-voting representative of Heritage Group and representatives of the Fund investors designated by Heritage Group. For purposes of the Investment Advisers Act of 1940, as amended (the “Advisers Act”), Heritage Group’s advisory clients are the Funds. Heritage Group will follow the investment strategy described in a Fund’s Offering Documents. Heritage Group will not participate in wrap fee programs. As of the date of this Brochure, Heritage Group manages approximately $806,473,742 in regulatory assets management, all of which is managed on a discretionary basis.