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| Health Catalyst Capital Management LLC
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|---|---|
| CRD # | 282602 |
| SEC # | 801-119194 |
| CIK # | |
| AUM | 339.0 M (2026-04-28) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 212-752-2225 |
| Address | 515 Madison Avenue New York, NY 10022 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | CFG - Elevance One LP | [2026-03-30] | 103.8 M | 103.8 M |
| Offered $103,763,908 · Filed 2025-10-06 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Duration One year or less · Net Assets Not Applicable | ||||
| PE | Health Catalyst Capital Annex Fund II LP | [2025-03-30] | 4.0 M | 4.1 M |
| Offered $4,000,000 · Filed 2024-12-06 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Minimum $4,000,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Health Catalyst Capital Continuation Fund I LP | [2024-10-22] | 17.1 M | |
| Filed 2024-08-05 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Health Catalyst Capital Annex Fund I LP | [2022-03-29] | 10.0 M | 7.2 M |
| Offered $10,000,000 · Filed 2021-12-02 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Minimum $9,723 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Health Catalyst Capital II LP | [2020-03-30] | 50.8 M | 140.0 M |
| Offered $275,000,000 · Filed 2020-05-29 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Minimum $50,000 · Remaining $224,247,500 · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | HCC Coinvest QBD 18 LP | [2019-03-30] | 0.3 M | |
| Filed 2018-12-04 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| PE | Health Catalyst Capital LP | [2016-02-11] | 27.8 M | 66.9 M |
| Offered $100,000,000 · Filed 2016-12-23 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining $72,211,055 · Duration More than one year · Revenue Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 6 | 339.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 6 | 339.0 |
| By Discretionary | ||
| Discretionary | 6 | 339.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6 | 339.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 339.0 | |
| Total | 6 | 339.0 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Charles Boorady | Executive Officer | 31 | 3 | |
| Daniel Ross | Executive Officer | 15 | 3 | |
| Health Catalyst Associates Annex LLC | Director | 2 | 1 | |
| Health Catalyst Associates LLC | Director | 1 | 1 | |
| Health Catalyst Capital Continuation Fund GP I LLC | Director | 1 | 1 | |
| Health Catalyst Associates II LLC | Director | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Fund Types | Private Equity |
| LEI | N/A |
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