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 a SEC-registered investment manager (registered in 2019) that focuses on pooled investment vehicles in the healthcare sector. The firm is organized as an LLC and is structured as a multifaceted manager that operates hedge fund and private equity strategies while also acting as a sponsor/GP and as a commodity pool operator/commodity trading adviser (CPO/CTA). Its client base is institutional, and its fee model combines asset-based charges with performance fees. The adviser is not positioned as a capital allocator to external managers and is not reported as an active ESG investor.

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

    Michael Elgort

    Partner, CCO and CFOCRD 5093850

  • Gregory Martinez

    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