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| HG Capital Management LLC
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|---|---|
| CRD # | 163613 |
| SEC # | 801-120300 |
| CIK # | |
| AUM | 1,211.0 M (2026-03-25) |
| Employees | 14 (79% Investors, 0% Brokers) |
| Phone | 615-665-8220 |
| Address | 10 Burton Hills Blvd Nashville, TN 37215 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Heritage Healthcare Innovation Fund IV LP | 2025-03-31 | 382.0 M | |
| PE | NWI Heritage Aggregator LLC | 2025-03-31 | 14.1 M | |
| PE | Heritage Group Monogram Holdings LP | [2023-03-22] | 10.1 M | 16.9 M |
| Offered $10,100,000 · Filed 2022-12-23 (D) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Revenue Not Applicable | ||||
| PE | Heritage Healthcare Innovation Fund III LP | [2020-03-27] | 306.7 M | 490.2 M |
| Offered $315,000,000 · Filed 2020-12-14 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining $8,310,015 · Duration One year or less · Revenue Not Applicable | ||||
| PE | Heritage Healthcare Innovation Fund II LP | [2015-06-26] | 100.0 M | 288.5 M |
| Offered $200,000,000 · Filed 2015-05-13 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1,000,000 · Remaining $100,000,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Heritage Healthcare Innovation Fund LP | [2012-03-30] | 157.1 M | 19.4 M |
| Offered $200,000,000 · Filed 2012-04-25 (D/A) · Exemption 506 · Minimum $100,000 · Remaining $42,950,000 · Duration One year or less · Revenue Not Applicable | ||||
| AUM Breakdown | Accounts | AUM ($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 | 1,211.0 |
| (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 | 1,211.0 |
| By Discretionary | ||
| Discretionary | 6 | 1,211.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6 | 1,211.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,211.0 | |
| Total | 6 | 1,211.0 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| David McClellan | Director, Executive Officer | 23 | 2 | |
| Rock Morphis | Director, Executive Officer | 16 | 2 | |
| Jesse Bland | Executive Officer | 15 | 2 | |
| Paul Wallace | Director, Executive Officer | 12 | 2 | |
| Lauren Brueggen | Executive Officer | 7 | 2 | |
| Graham Hunter | Executive Officer | 6 | 2 | |
| Hhif III GP LLC | Executive Officer | 1 | 1 | |
| See Comments See Comments | Executive Officer | 1 | 1 | |
| Hhif II GP LLC | Executive Officer | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Fund Types | Private Equity |
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