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Private equityFirmventure with pe activity · probableunsized

HG Capital Management, LLC

Private Equity

Nashville, TN

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:3ff8534b-f7ca-463c-aa49-cbc6e5897f31

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 21, 2026, 10:48 AM UTC and rebuilt at most every 15 minutes.

Relationships: 56
Dated events: 13
On other graphs: 4
Observed: Sep 13, 2026 to Sep 17, 2026
16 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Venture Capitalidentity

HG Capital Management, LLC

Venture manager · cited, shared crd

Independent Sponsorsidentity

HG Capital Management, LLC

Capital provider to sponsors · cited, shared crd

RIA / Wealth Managementidentity

HG CAPITAL MANAGEMENT, LLC

Registered adviser · cited, shared crd

Allocatorsidentity

HG Capital Management, LLC

Manager with allocator commitments · cited, shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 0
PE funds: 0
Investments: 40
Active investments: 40
Size band: UNSIZEDderivedno Private Equity Fund GAV on a filing from 2021 or later
Stated sectors: healthcare
Website: heritagegroupusa.com

Investments

Company	State	Role	Control	Invested	Exited	Status
Dynamic Healthcare Services	n/a	Add on	control	Apr 16, 2026	n/a	active
CVS Health's MSSP Business	n/a	Add on	control	Mar 4, 2025	n/a	active
Abode	n/a	unknown	unknown	n/a	n/a	active
AvaSure	n/a	unknown	unknown	n/a	n/a	active
Aviacode	n/a	unknown	unknown	n/a	n/a	active
AwarePoint	n/a	unknown	unknown	n/a	n/a	active
ClearDATA	n/a	unknown	unknown	n/a	n/a	active
Connections Health Solutions	n/a	unknown	unknown	n/a	n/a	active
Conversio Health	n/a	unknown	unknown	n/a	n/a	active
Curana Health	n/a	unknown	unknown	n/a	n/a	active
Enlace Health	n/a	unknown	unknown	n/a	n/a	active
Equiti	n/a	unknown	unknown	n/a	n/a	active
Equum	n/a	unknown	unknown	n/a	n/a	active
Explorys	n/a	unknown	unknown	n/a	n/a	active
Frontier Direct	n/a	unknown	unknown	n/a	n/a	active
Ingenious Med	n/a	unknown	unknown	n/a	n/a	active
Intralign	n/a	unknown	unknown	n/a	n/a	active
Lumere	n/a	unknown	unknown	n/a	n/a	active
MDLive	n/a	unknown	unknown	n/a	n/a	active
Medical Solutions	n/a	unknown	unknown	n/a	n/a	active
Mindoula	n/a	unknown	unknown	n/a	n/a	active
Monogram Health	n/a	unknown	unknown	n/a	n/a	active
Nationwide Medical	n/a	unknown	unknown	n/a	n/a	active
Radiology Partners	n/a	unknown	unknown	n/a	n/a	active
Relode	n/a	unknown	unknown	n/a	n/a	active
Reputation	n/a	unknown	unknown	n/a	n/a	active
ScribeAmerica	n/a	unknown	unknown	n/a	n/a	active
Sharecare	n/a	unknown	unknown	n/a	n/a	active
ShearWater Health	n/a	unknown	unknown	n/a	n/a	active
Simplee	n/a	unknown	unknown	n/a	n/a	active

Relationships

Invested in (39)

→ Dynamic Healthcare ServicesCompanyAdd on
Apr 16, 2026 to presentfactNews and newswire
→ Nationwide MedicalCompanyplatform
factNews and newswire, The subject's own site
→ WellvanaCompanyplatform
factNews and newswire, The subject's own site
→ CVS Health's MSSP BusinessCompanyAdd on
Mar 4, 2025 to presentfactNews and newswire
→ MindoulaCompanyunknown
factThe subject's own site
→ Monogram HealthCompanyunknown
factThe subject's own site
→ Radiology PartnersCompanyunknown
factThe subject's own site
→ RelodeCompanyunknown
factThe subject's own site
→ ReputationCompanyunknown
factThe subject's own site
→ ScribeAmericaCompanyunknown
factThe subject's own site
→ SharecareCompanyunknown
factThe subject's own site
→ ShearWater HealthCompanyunknown
factThe subject's own site
→ SimpleeCompanyunknown
factThe subject's own site
→ SperoHealthCompanyunknown
factThe subject's own site
→ TwelveStone HealthCompanyunknown
factThe subject's own site
→ U.S. Anesthesia PartnersCompanyunknown
factThe subject's own site
→ Upward HealthCompanyunknown
factThe subject's own site
→ Valence HealthCompanyunknown
factThe subject's own site
→ ValifyCompanyunknown
factThe subject's own site
→ Vivify HealthCompanyunknown
factThe subject's own site
→ WorkpathCompanyunknown
factThe subject's own site
→ AbodeCompanyunknown
factThe subject's own site
→ AvaSureCompanyunknown
factThe subject's own site
→ AviacodeCompanyunknown
factThe subject's own site
→ AwarePointCompanyunknown
factThe subject's own site
→ ClearDATACompanyunknown
factThe subject's own site
→ Connections Health SolutionsCompanyunknown
factThe subject's own site
→ Conversio HealthCompanyunknown
factThe subject's own site
→ Curana HealthCompanyunknown
factThe subject's own site
→ Enlace HealthCompanyunknown
factThe subject's own site
and 9 more

Employs (15)

→ Logan OthmerPersonAssociate
factThe subject's own site
→ Rock MorphisPersonCo-Founder
factThe subject's own site
→ Ben BurnsidePersonVice President
factThe subject's own site
→ Bryan BuiPersonPartner
factThe subject's own site
→ David McClellanPersonCo-Founder
factThe subject's own site
→ Drew HarmataPersonVice President
factThe subject's own site
→ Florence ChassaignacPersonDirector of Operations
factThe subject's own site
→ Franklin GarstinPersonSenior Associate
factThe subject's own site
→ Ginger RiserPersonStaff Accountant
factThe subject's own site
→ Jason YoungPersonCFO & CCO
factThe subject's own site
→ Jesse BlandPersonPartner
factThe subject's own site
→ Alex EssigPersonSenior Associate
factThe subject's own site
→ Kelsey LantripPersonExecutive Coordinator
factThe subject's own site
→ Kevin RyanPersonPrincipal
factThe subject's own site
→ Lauren BrueggenPersonPartner
factThe subject's own site

Dated events

Occurred
Apr 27, 2026
Firm news
Nationwide Medical Announces Strategic Acquisition of Dynamic Healthcare Services (DHS) to Expand Home Respiratory and Medical Equipment Care
The subject's own siteobserved 3 days ago
Occurred
Apr 16, 2026
Transaction announced
Nationwide Medical Announces Strategic Acquisition of Dynamic Healthcare Services (DHS) to Expand Home Respiratory and Medical Equipment Care
News and newswireobserved 2 days ago
Occurred
Jul 24, 2025
Firm news
Heritage Group Closes on $370 Million Fourth Fund
The subject's own siteobserved 3 days ago
Occurred
Jun 4, 2025
Firm news
Valera Health Expands Access to Evidence-Based Mental Health Care, Including Suicide Prevention Services, with Acquisition of Vita Health
The subject's own siteobserved 3 days ago
Occurred
May 21, 2025
Firm news
Equum Medical Acquires VeeOne Health's Clinical Services Portfolio, Expanding Telehealth Leadership
The subject's own siteobserved 3 days ago
Occurred
Mar 4, 2025
Firm news
Wellvana Acquires CVS Health's MSSP Business
The subject's own siteobserved 3 days ago
Occurred
Mar 4, 2025
Transaction announced
Wellvana Acquires CVS Health's MSSP Business
News and newswireobserved 2 days ago
Occurred
Dec 12, 2024
Firm news
Nationwide Medical Announces Partnership with Heritage Group
The subject's own siteobserved 3 days ago
Occurred
Sep 10, 2024
Firm news
Heritage Group Joins GTCR as Investor in Equiti
The subject's own siteobserved 3 days ago
Occurred
Oct 11, 2023
Firm news
AdventHealth partners with Wellvana to improve primary care patient outcomes and lower total cost of care
The subject's own siteobserved 3 days ago
Occurred
Jan 24, 2023
Firm news
Heritage Group Expands Investment Team and Announces Vice President Promotion
The subject's own siteobserved 3 days ago
Occurred
Jan 9, 2023
Firm news
Monogram Health Closes $375M Growth Capital Raise to Support Continued Expansion of Innovative In-Home Kidney and Polychronic Care Model
The subject's own siteobserved 3 days ago
Occurred
Feb 11, 2021
New adviser on SEC roster
HG Capital Management, LLC reports 6 Private Equity Fund(s) on its current Form ADV (Approved); not in the 2011-2024 extract
Form ADVobserved 7 days ago

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 work email (firm website) · as of 2026-09-17

Logan Othmer
Associate · Revealable: 1 professional profile (firm website)
Rock Morphis
Co-Founder · Revealable: 1 professional profile (firm website)
Ben Burnside
Vice President · Revealable: 1 professional profile (firm website)
Bryan Bui
Partner · Revealable: 1 professional profile (firm website)
David McClellan
Co-Founder · Revealable: 1 professional profile (firm website)
Drew Harmata
Vice President · Revealable: 1 professional profile (firm website)
Florence Chassaignac
Director of Operations · Revealable: 1 professional profile (firm website)
Franklin Garstin
Senior Associate · Revealable: 1 professional profile (firm website)
Ginger Riser
Staff Accountant · Revealable: 1 professional profile (firm website)
Jason Young
CFO & CCO · Revealable: 1 professional profile (firm website)
Jesse Bland
Partner · Revealable: 1 professional profile (firm website)
Alex Essig
Senior Associate · Revealable: 1 professional profile (firm website)
Kelsey Lantrip
Executive Coordinator · Revealable: 1 professional profile (firm website)
Kevin Ryan
Principal · Revealable: 1 professional profile (firm website)
Lauren Brueggen
Partner · Revealable: 1 professional profile (firm website)

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Private Equity
Canonical id: dfx:pe:3ff8534b-f7ca-463c-aa49-cbc6e5897f31
First observed: Sep 13, 2026
Last observed: Sep 17, 2026 3 days ago
Source families: Federal regulator filings, Firm and issuer disclosures
2 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

HG Capital Management, LLC

Private Equity

Nashville, TN

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:3ff8534b-f7ca-463c-aa49-cbc6e5897f31

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 21, 2026, 10:48 AM UTC and rebuilt at most every 15 minutes.