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Adviser Profile

As of Date 03/22/2024
Adviser Type - Large advisory firm
Number of Employees 6 20.00%
of those in investment advisory functions 5 25.00%
Registration SEC, Approved, 11/02/2022
Other registrations (1)
Former registrations

HEALTHPOINT CAPITAL MANAGEMENT, LLC

AUM* 180,986,124 29.48%
of that, discretionary 180,986,124 29.48%
Private Fund GAV* 180,986,124
Avg Account Size 90,493,062 29.48%
SMA’s No
Private Funds 2
Contact Info 212 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

Reported AUM

Discretionary
Non-discretionary
140M 120M 100M 80M 60M 40M 20M
2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count2 GAV$180,986,124

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Brochure Summary