HEALTH CATALYST CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2020
Total AUM
$339M
Discretionary
$339M
100% of AUM
Avg account
$56.5M
Accounts
6
Employees
4
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
282602
Registered since
August 4, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Health Catalyst Capital Management, LLC is organized as a limited liability company and operates as a private equity manager focused on institutional capital. The firm registered with the SEC in 2020 and is owned by an individual owner. Its principal advisory activity is portfolio management for pooled investment vehicles, and it also serves as sponsor, general partner, and managing member of those pooled vehicles. The firm charges both a percentage-of-assets fee and performance-based fees and does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • JOHN HOLZWARTH

    Chief Compliance OfficerCRD 3163116

  • PAULA SEMELMACHER

    Chief Financial OfficerCRD 6030052

Contacts

1 of 1
  • CHARLES BOORADY

    Managing PartnerCRD 2540293

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
515 Madison Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth