HEALTHX MANAGEMENT, LLC
Firm details
- Headquarters
- MADISON, Wisconsin
- CRD number
- 301549
- Registered since
- June 27, 2019
- Website
- www.healthxventures.com
Firm profile
FINTRXOverview
Healthx Management, LLC operates as a sponsor and general partner that forms and manages pooled investment vehicles, with a primary focus on venture capital investing. The firm is organized as a limited liability company and has been registered with the SEC since 2019. Its regulatory and public filings indicate it functions primarily as a fund sponsor/manager rather than a retail adviser: it does not report advisory client relationships or traditional discretionary advisory AUM. Healthx Management is not identified as an active ESG investor and is not listed as a multi-state adviser or pension consultant. The firm’s activities center on sourcing, diligencing and managing private fund investments through the pooled vehicles it controls.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Mark Bakken
Founder and Managing DirectorCRD 6932599
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MADISON, WI
DANE
Location
MADISON, WI
Headquartered in MADISON, WI, anchoring the Madison-Janesville-Beloit, WI metro in the Midwest.
- Metro area
- Madison-Janesville-Beloit, WI
- Region
- Midwest
- County
- DANE
- Address
- 551 W Main St
- Time zone
- CT (UTC-6)
- Office locations
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