HG CAPITAL MANAGEMENT, LLC of NASHVILLE, TN is an SEC-registered investment adviser (CRD 163613). Regulatory assets under management: $1.2B.
Compensation: % of AUM, Performance.
Clients served: Investment cos.
| Name | Role | Location |
|---|---|---|
| Rock Anthony Morphis | OWNER; PARTNER; PARTNER - HG CAPITAL MANAGEMENT III, LLC (+1 more) | — |
| David Gray Mcclellan | OWNER; PARTNER; PARTNER - HG CAPITAL MANAGEMENT III, LLC (+1 more) | — |
| Jason Frederick Young | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| Jesse Alexander Bland | PARTNER - HG CAPITAL MANAGEMENT III, LLC; PARTNER - HG CAPITAL MANAGEMENT IV, LLC | — |
| Lauren A Grzebien | PARTNER - HG CAPITAL MANAGEMENT III, LLC; PARTNER - HG CAPITAL MANAGEMENT IV, LLC | — |
| Bryan Phong Bui | PARTNER - HG CAPITAL MANAGEMENT IV, LLC | — |
| Graham Lambert Hunter | PARTNER - HG CAPITAL MANAGEMENT III, LLC; PARTNER - HG CAPITAL MANAGEMENT IV, LLC | — |
| YOUNG JASON FREDERICK | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| MORPHIS ROCK ANTHONY | MANAGING DIRECTOR; OWNER; PARTNER (+1 more) | — |
| MCCLELLAN DAVID GRAY | MANAGING DIRECTOR; OWNER; PARTNER (+1 more) | — |
| WALLACE WILLIAM PAUL | MANAGING DIRECTOR; PARTNER; PARTNER - HG CAPITAL MANAGEMENT III, LLC | — |
| Bland Jesse Alexander | PARTNER - HG CAPITAL MANAGEMENT III, LLC | — |
| HUNTER GRAHAM LAMBERT | PARTNER - HG CAPITAL MANAGEMENT III, LLC | — |
| GRZEBIEN LAUREN A | PARTNER - HG CAPITAL MANAGEMENT III, LLC | — |
| Lauren A. Grzebien | PARTNER - HG CAPITAL MANAGEMENT III, LLC; PARTNER - HG CAPITAL MANAGEMENT IV, LLC | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| HERITAGE HEALTHCARE INNOVATION FUND III, LP | Private Equity Fund | Delaware | 71 | $490.2M | $1.0M |
| HERITAGE HEALTHCARE INNOVATION FUND IV, LP | Private Equity Fund | Delaware | 82 | $382.0M | $1.0M |
| HERITAGE HEALTHCARE INNOVATION FUND II, LP | Private Equity Fund | Delaware | 37 | $288.5M | $1.0M |
| HERITAGE HEALTHCARE INNOVATION FUND, LP | Private Equity Fund | Delaware | 25 | $19.4M | $1.0M |
| HERITAGE GROUP MONOGRAM HOLDINGS, LP | Private Equity Fund | Delaware | 13 | $16.9M | $10K |
| NWI HERITAGE AGGREGATOR, LLC | Private Equity Fund | Delaware | 1 | $14.1M | $10.0M |