Health Catalyst Capital Management LLC (“Health Catalyst Capital” or the “Adviser”), a
Delaware limited liability company headquartered in New York, NY, was formed in December
2015 by Charles Boorady, Managing Partner. The Adviser aims to invest in and help grow
healthcare information technology and healthcare technology-enabled service companies with
significant growth prospects and capital appreciation potential.
Health Catalyst Capital provides discretionary investment advisory services to Health Catalyst
Capital, L.P. (“Fund I”) and Health Catalyst Capital II, L.P. (“Fund II”). In addition, Health
Catalyst Capital provides discretionary investment advisory services to a co-investment fund, HCC
Coinvest QBD 18, L.P. (the “Co-Investment Fund”) to co-invest in certain opportunities
alongside Fund I. Health Catalyst Capital also provides discretionary investment advisory services
to Health Catalyst Capital Annex Fund I, L.P. (“Annex Fund”) to co-invest with Fund I in follow-
on investment opportunities with certain Fund I portfolio companies. Fund I, Fund II, the Co-
Investment Fund and the Annex Fund are collectively referred to as the “Funds”.
Health Catalyst Capital’s advisory services to the Funds are detailed in the applicable private
placement memoranda or other offering documents, investment management agreements, limited
partnership or other operating agreements or governing documents (collectively the “Offering
Documents”).
Health Catalyst Associates, LLC is the general partner of the Co-Investment Fund and Fund
I.
Health Catalyst Associates II, LLC is the general partner of Fund II. Health Catalyst Associates
Annex, LLC is the General Partner of the Annex Fund. Health Catalyst Associates, LLC, Health
Catalyst Associates II, LLC and Health Catalyst Associates Annex, LLC are hereinafter referred
to as the “General Partner”. The Offering Documents of the Funds typically allow the General
Partner to control the business and affairs of the Funds.
“Investors” refer to investors or limited partners in the Funds. Health Catalyst Capital does not
expect to tailor advisory services to any Investors in the Funds. Generally, Investors accept the
terms of advisory services as set forth in each Fund’s Offering Documents, including as such may
be amended from time to time. The Adviser expects to have broad investment authority with
respect to the Funds and, as such, Investors should consider whether the investment objectives of
the Funds are in line with their individual objectives and risk tolerance prior to investment.
The Funds are exempt from registration under the Investment Company Act of 1940, as amended
(the “Investment Company Act”), pursuant to either Section 3(c)(1) or 3(c)(7) of the Investment
Company Act. Interests in the Funds are only offered to individuals and entities that are accredited
investors and/or qualified purchasers, as applicable.
Health Catalyst Capital does not participate in wrap fee programs.
Health Catalyst Capital managed approximately $361,477,396 of “Regulatory Assets Under
Management” (as calculated under the instructions to Form ADV) all on a discretionary basis as
of December 31, 2023.