SV HEALTH INVESTORS, LLC
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 160933
- Registered since
- August 1, 2017
- Website
- svhealthinvestors.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
SV Health Investors, LLC operates as a venture-focused investment adviser that primarily manages pooled investment vehicles for institutional investors. The firm’s activity is centered on private-market fund management, with the bulk of its capital organized into venture capital vehicles and a smaller “other” fund category. Fee arrangements combine a percentage-of-assets component with performance-based fees, consistent with standard GP/LP structures for venture funds. Public equity positions are limited and concentrated, which aligns with a firm that deploys most of its capital into private funds and direct private-market opportunities. The firm is not identified as an active ESG investor and conducts its advisory business through pooled vehicle portfolio management while serving an institutional client base.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1PAUL LAVIOLETTE
Managing Partner, CCO and COOCRD 6298311
Contacts
3 of 8GREG MADDEN
Managing PartnerCRD 7354650
NIKOLA TRBOVIC
Managing PartnerCRD 7895847
MICHAEL ROSS
Senior PartnerCRD 6045829
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BOSTON, MA
SUFFOLK
Location
BOSTON, MA
Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- SUFFOLK
- Address
- 28 State St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
DSF ADVISORS, LLC
RIABOSTON, MA
ABRY PARTNERS III, LLC
RIABOSTON, MA
WILKINS INVESTMENT COUNSEL, INC
RIABOSTON, MA
CLEARHAVEN PARTNERS LP
RIABOSTON, MA
EQUALITY ASSET MANAGEMENT
RIABOSTON, MA
AMUNDI US
RIABOSTON, MA