SV HEALTH INVESTORS, LLC

RIASEC RegisteredEst. 2017
Total AUM
$1.1B
Discretionary
$1.1B
100% of AUM
Avg account
$72M
Accounts
15
Employees
26
Advisory reps
9

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
160933
Registered since
August 1, 2017
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

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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

1 of 1
  • PAUL LAVIOLETTE

    Managing Partner, CCO and COOCRD 6298311

Contacts

3 of 8
  • GREG MADDEN

    Managing PartnerCRD 7354650

  • NIKOLA TRBOVIC

    Managing PartnerCRD 7895847

  • MICHAEL ROSS

    ​Senior PartnerCRD 6045829

Unlock 5 more contacts

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

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth