hc
Hg Capital Management, LLC
SEC-regulated
Registered investment advisor
HG Capital Management, LLC, established in 2010, is a federally registered investment adviser specializing in supporting healthcare businesses. The firm provides discretionary investment advisory services to privately offered pooled investment vehicles exempt from registration under the Investment Company Act of 1940. With approximately $1.1 billion in regulatory assets under management, all managed on a discretionary basis, Heritage Group actively manages investments based on the healthcare sector's challenges. The firm's investment strategy focuses on innovative healthcare services and technology companies in the U.S., seeking to invest between $20 million and $40 million per deal. Heritage Group's Partners oversee the Investment Committee, making investment decisions and engaging with portfolio companies. The firm's fee structure includes a Management Fee based on a percentage of aggregate commitments and Carried Interest from investment proceeds. Clients are encouraged to carefully review the detailed fee and expense information in each Fund's Offering Documents. Heritage Group acts as a fiduciary, exercising investment discretion and providing ongoing monitoring of portfolio investments. The firm maintains a Code of Ethics to address potential conflicts of interest and ensures compliance with federal securities laws. Clients are provided with periodic financial reports and audited annual financial statements for transparency and accountability.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
This company does not appear to be registered with Unbiased therefore we cannot match you to their services. Please
complete our convenient online form to find a tailored advisor perfectly suited to your needs.
We can advise you on
Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].
Find your perfect
advisor
Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting