HEALTHX MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2019
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MADISON, Wisconsin
CRD number
301549
Registered since
June 27, 2019

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Mark Bakken

    Founder and Managing DirectorCRD 6932599

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth