PIPER HEARTLAND HEALTHCARE CAPITAL, LLC

RIASEC RegisteredEst. 2020
Total AUM
$218M
Discretionary
$218M
100% of AUM
Avg account
$218M
Accounts
1
Employees
16
Advisory reps
4

Firm details

Headquarters
MINNEAPOLIS, Minnesota
CRD number
310044
Registered since
August 13, 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

Piper Heartland Healthcare Capital, LLC is a privately organized limited liability company that registered with the SEC in 2020. It operates as a private equity manager that advises pooled investment vehicles and serves institutional clients. The firm charges asset-based fees supplemented by performance-linked fees and is not set up as a multi-state adviser or a capital allocator. It does not self-identify as an active ESG investor. The name suggests a healthcare orientation, while the firm's formal activities emphasize portfolio management for pooled vehicles. Regulatory and industry roles tied to the entity include acting as sponsor/GP or managing member of pooled investment vehicles and affiliations consistent with broker‑dealer, other investment adviser, registered municipal advisor, and CPO/CTA activity.

Assets & Accounts

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
  • KATHERINE CLUNE

    Chief Financial OfficerCRD 4624219

  • MATTHEW HEMSLEY

    CEOCRD 4430574

Contacts

2 of 2
  • JOHN GEELAN

    General CounselCRD 4905460

  • ALYSSA BALLIS

    Associate Compliance DirectorCRD 5398683

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

MINNEAPOLIS, MN

HENNEPIN

Location

MINNEAPOLIS, MN

Headquartered in MINNEAPOLIS, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
HENNEPIN
Address
350 N St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth