# HG CAPITAL MANAGEMENT, LLC

HG CAPITAL MANAGEMENT, LLC of NASHVILLE, TN is an SEC-registered investment adviser.

## Registration

- CRD: 163613
- Type: SEC-registered investment adviser
- SEC file number: 801-120300
- Location: 10 BURTON HILLS BLVD, STE 250, NASHVILLE, TN, 37215
- Phone: 615-665-8220
- Latest filing: 2026-03-25
- Regulatory AUM: $1.2B
- Discretionary AUM: $1.2B
- Clients: 14
- Accounts: 6

## Business model

- Compensation: % of AUM, Performance
- Clients served: Investment cos

## Officers, owners & control persons (15)

| Name | Role | Location |
| --- | --- | --- |
| [Rock Anthony Morphis](https://search.stillhousedata.com/person/675596) | OWNER; PARTNER; PARTNER - HG CAPITAL MANAGEMENT III, LLC (+1 more) | — |
| [David Gray Mcclellan](https://search.stillhousedata.com/person/675597) | OWNER; PARTNER; PARTNER - HG CAPITAL MANAGEMENT III, LLC (+1 more) | — |
| [Jason Frederick Young](https://search.stillhousedata.com/person/675598) | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| [Jesse Alexander Bland](https://search.stillhousedata.com/person/675599) | PARTNER - HG CAPITAL MANAGEMENT III, LLC; PARTNER - HG CAPITAL MANAGEMENT IV, LLC | — |
| [Lauren A Grzebien](https://search.stillhousedata.com/person/675600) | PARTNER - HG CAPITAL MANAGEMENT III, LLC; PARTNER - HG CAPITAL MANAGEMENT IV, LLC | — |
| [Bryan Phong Bui](https://search.stillhousedata.com/person/675601) | PARTNER - HG CAPITAL MANAGEMENT IV, LLC | — |
| [Graham Lambert Hunter](https://search.stillhousedata.com/person/709043) | PARTNER - HG CAPITAL MANAGEMENT III, LLC; PARTNER - HG CAPITAL MANAGEMENT IV, LLC | — |
| [YOUNG JASON FREDERICK](https://search.stillhousedata.com/person/828934) | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| [MORPHIS ROCK ANTHONY](https://search.stillhousedata.com/person/864547) | MANAGING DIRECTOR; OWNER; PARTNER (+1 more) | — |
| [MCCLELLAN DAVID GRAY](https://search.stillhousedata.com/person/864548) | MANAGING DIRECTOR; OWNER; PARTNER (+1 more) | — |
| [WALLACE WILLIAM PAUL](https://search.stillhousedata.com/person/864549) | MANAGING DIRECTOR; PARTNER; PARTNER - HG CAPITAL MANAGEMENT III, LLC | — |
| [Bland Jesse Alexander](https://search.stillhousedata.com/person/864550) | PARTNER - HG CAPITAL MANAGEMENT III, LLC | — |
| [HUNTER GRAHAM LAMBERT](https://search.stillhousedata.com/person/864551) | PARTNER - HG CAPITAL MANAGEMENT III, LLC | — |
| [GRZEBIEN LAUREN A](https://search.stillhousedata.com/person/864552) | PARTNER - HG CAPITAL MANAGEMENT III, LLC | — |
| [Lauren A. Grzebien](https://search.stillhousedata.com/person/1074294) | PARTNER - HG CAPITAL MANAGEMENT III, LLC; PARTNER - HG CAPITAL MANAGEMENT IV, LLC | — |


## Private funds (6)

| Fund | Type | Formed | Owners | GAV | 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 |


## Fund service providers (1)

- administrator: TMF GROUP — 6 funds

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/163613/brochure
- Similar advisers: https://search.stillhousedata.com/firm/163613/similar
- Related entities: https://search.stillhousedata.com/firm/163613/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/163613

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.