Sivik Global Healthcare, LLC

RIASEC RegisteredEst. 2014
Total AUM
$234M
Discretionary
$234M
100% of AUM
Avg account
$78M
Accounts
3
Employees
3
Advisory reps
2

Firm details

Headquarters
,
CRD number
168918
Registered since
June 19, 2014
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Sivik Global Healthcare, LLC is a healthcare-focused hedge fund organized as a limited liability company and SEC-registered since 2014. The firm acts as sponsor, general partner and managing member of pooled investment vehicles and provides portfolio management for those vehicles to an institutional client base. Its fee model combines a percentage of AUM with performance‑based fees, consistent with a manager running an active, concentrated strategy. The public filing pattern and the firm name indicate a sector focus on healthcare and biotechnology. Equity holdings filed on 13F show a mix of individual healthcare stocks alongside thematic ETF exposure, suggesting the firm blends direct equity selection with ETF positions to express sector rotations or manage exposure. Sivik Global Healthcare, LLC is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

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

Owners & executives

1 of 1
  • William Bruce

    Chief Financial OfficerCRD 5124532

Contacts

1 of 1
  • Krishen Sud

    Krishen Sud

    Portfolio ManagerCRD 1291160

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 2

Active vs passive

$38.3M in ETFs

Passive

100%

$38.3M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) SPDR(R) S&P(R) BIOTECH ETF (XBI)State StreetPassiveHealth$19.2M150,00050.00%

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth