PARKMAN HEALTHCARE PARTNERS LLC

RIASEC RegisteredEst. 2019
Total AUM
$1.7B
Discretionary
$1.7B
100% of AUM
Avg account
$249M
Accounts
7
Employees
12
Advisory reps
2

Firm details

Headquarters
STAMFORD, Connecticut
CRD number
300701
Registered since
March 15, 2019
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Parkman Healthcare Partners LLC is an SEC-registered investment manager organized as an LLC and operating since 2019. It functions as a hedge fund and private equity fund sponsor and describes itself as a multifaceted fund manager that serves institutional clients. The firm performs portfolio management for pooled investment vehicles and also operates in roles consistent with a sponsor, general partner, or managing member. Regulatory filings list CPO/CTA activity. Its fee model combines asset-based management fees with performance-linked compensation. Parkman does not identify as an active ESG investor and is not a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • MICHAEL ELGORT

    Partner, CCO and CFOCRD 5093850

  • GREGORY MARTINEZ

    Managing Member and Chief Investment OfficerCRD 7074547

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

STAMFORD, CT

FAIRFIELD

Location

STAMFORD, CT

Headquartered in STAMFORD, CT, 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
FAIRFIELD
Address
700 Canal St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth