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Martis Capital Management, LLC

Private Equity

Washington, DC

We're a team of investment professionals with a passion for helping companies that address the complex challenges of the healthcare industry.

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Search this name across graphsid dfx:pe:8c2c15d4-3d48-42a0-88b4-b248499e9bba

Data as of Sep 18, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures, news and newswire. Page built Sep 21, 2026, 2:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 97
Dated events: 33
On other graphs: 2
Observed: Sep 13, 2026 to Sep 18, 2026
38 observations

Across DFX

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

Independent Sponsorsidentity

Martis Capital Management, LLC

Capital provider to sponsors · shared crd

RIA / Wealth Managementidentity

MARTIS CAPITAL MANAGEMENT, LLC

Registered adviser · shared crd

Facts

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

Funds: 18
PE funds: 18
Vintages: 2019 to 2023
PE GAV, 2024 filing: $1.1Bgross asset value on Form ADV; never dry powder
Regulatory AUM: $2.0B
Investments: 35
Active investments: 2
Size band: MIDDLE MARKETderivedproxy: $1.10bn Private Equity Fund GAV on the Form ADV filed 2024-12-09
Stated sectors: healthcare
Latest ADV filing: Dec 9, 2024
Employees (ADV): 25
Website: martiscapital.com

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV
Martis Partners IV Alcanza Co-Invest, LP	2023	Early deployment	Private Equity Fund	n/a	$45.5M
Martis Partners IV Pv, LP	2022	Early deployment	Private Equity Fund	n/a	$22.5M
Martis Partners IV, LP	2022	Early deployment	Private Equity Fund	n/a	$110M
Martis Partners III Sharemd Co-Invest, LP	2022	Early deployment	Private Equity Fund	n/a	$37.4M
Martis Partners III Overage Co-Invest, LP	2021	Active deployment	Private Equity Fund	n/a	$17.4M
Martis Partners III Credible Co-Invest, LP	2021	Active deployment	Private Equity Fund	n/a	$25.6M
Martis Partners III Pv, LP	2019	Active deployment	Private Equity Fund	n/a	$116M
Chso Sfp, LP	2019	Harvest	Private Equity Fund	n/a	$3.0M
Capricorn Healthcare & Special Opportunities II- a, LP	2019	Mature	Private Equity Fund	n/a	$5.3M
Chso Seq, LLC	2019	Wound down	Private Equity Fund	n/a	$121M
Chso Tsf, LP	2019	Harvest	Private Equity Fund	n/a	$4.5M
Martis Partners III, LP	2019	Active deployment	Private Equity Fund	n/a	$463M
Capricorn Healthcare and Special Opportunities, LP (master Fund)	n/a	Harvest	Private Equity Fund	n/a	$51.1M
Capricorn Healthcare & Special Opportunities II, LP	n/a	Mature	Private Equity Fund	n/a	$195M
Chso Cig, LP	n/a	Harvest	Private Equity Fund	n/a	$2.6M
Capricorn Healthcare So II, LLC	n/a	Wound down	Private Equity Fund	n/a	$0
Capricorn Healthcare So I, LLC	n/a	Wound down	Private Equity Fund	n/a	$0
Citizensrx Investors, LLC	n/a	Wound down	Private Equity Fund	n/a	$0

Investments

Company	State	Role	Control	Invested	Exited	Status
Deerfield Group	n/a	platform	control	Jun 30, 2026	n/a	exited
Lighthouse Lab Services	n/a	platform	control	Nov 1, 2021	n/a	exited
AAI Pharma	n/a	unknown	unknown	n/a	n/a	exited
Alcanza Clinical Research	n/a	unknown	unknown	n/a	n/a	exited
Altruista Health	n/a	unknown	unknown	n/a	n/a	exited
Amivie	n/a	unknown	unknown	n/a	n/a	exited
Archway Dental Partners	n/a	unknown	unknown	n/a	n/a	exited
Banyan Finance	n/a	unknown	unknown	n/a	n/a	exited
Breg	n/a	unknown	unknown	n/a	n/a	exited
Care Hospice	n/a	unknown	unknown	n/a	n/a	exited
Centria Healthcare	n/a	unknown	unknown	n/a	n/a	exited
CitizensRx	n/a	unknown	unknown	n/a	n/a	exited
CPF Senior Living	n/a	unknown	unknown	n/a	n/a	exited
Dcn	n/a	unknown	unknown	n/a	n/a	exited
Epic Systems	n/a	unknown	unknown	n/a	n/a	exited
Frequentz	n/a	unknown	unknown	n/a	n/a	exited
HealthPlan Services	n/a	unknown	unknown	n/a	n/a	exited
Healthy Living Network	n/a	unknown	unknown	n/a	n/a	exited
HeartFlow	n/a	unknown	unknown	n/a	n/a	exited
HHA eXchange	n/a	unknown	unknown	n/a	n/a	exited
Hospice Care	n/a	unknown	unknown	n/a	n/a	exited
MedCap Health	n/a	unknown	unknown	n/a	n/a	exited
Metabiota	n/a	unknown	unknown	n/a	n/a	exited
Performance Health	n/a	unknown	unknown	n/a	n/a	exited
Primor Health	n/a	unknown	unknown	n/a	n/a	exited
Qualifacts	n/a	unknown	unknown	n/a	n/a	exited
ShareMD	n/a	unknown	unknown	n/a	n/a	exited
US Medical Management	n/a	unknown	unknown	n/a	n/a	exited
WellHaven Pet Health	n/a	unknown	unknown	n/a	n/a	exited
Scott Barry - Centria Healthcare	n/a	unknown	unknown	n/a	n/a	exited

Relationships

showing 80 of 97

Invested in (36)

→ Lighthouse Lab ServicesCompanyplatform
Nov 1, 2021 to presentfactNews and newswire, The subject's own site
→ Triple Threat CommunicationsCompanyAdd on
factNews and newswire
→ Deerfield Pharma Services Holdings, LLCCompanyplatform
factNews and newswire
← Kudu Investment Holdings, LLCFirmminority
Jun 21, 2023 to presentfactNews and newswire
→ Hospice CareCompanyunknown
factThe subject's own site
→ Altruista HealthCompanyunknown
factThe subject's own site
→ AmivieCompanyunknown
factThe subject's own site
→ Archway Dental PartnersCompanyunknown
factThe subject's own site
→ Banyan FinanceCompanyunknown
factThe subject's own site
→ BREGCompanyunknown
factThe subject's own site
→ Care HospiceCompanyunknown
factThe subject's own site
→ Centria HealthcareCompanyunknown
factThe subject's own site
→ CitizensRxCompanyunknown
factThe subject's own site
→ CPF Senior LivingCompanyunknown
factThe subject's own site
→ DCNCompanyunknown
factThe subject's own site
→ Deerfield GroupCompanyplatform
Jun 30, 2026 to presentfactNews and newswire, The subject's own site
→ Epic SystemsCompanyunknown
factThe subject's own site
→ FrequentzCompanyunknown
factThe subject's own site
→ HealthPlan ServicesCompanyunknown
factThe subject's own site
→ Healthy Living NetworkCompanyunknown
factThe subject's own site
→ HeartFlowCompanyunknown
factThe subject's own site
→ HHA eXchangeCompanyunknown
factThe subject's own site
→ MedCap HealthCompanyunknown
factThe subject's own site
→ MetabiotaCompanyunknown
factThe subject's own site
→ Performance HealthCompanyunknown
factThe subject's own site
→ Primor HealthCompanyunknown
factThe subject's own site
→ QualifactsCompanyunknown
factThe subject's own site
→ ShareMDCompanyunknown
factThe subject's own site
→ US Medical ManagementCompanyunknown
factThe subject's own site
→ WellHaven Pet HealthCompanyunknown
factThe subject's own site
and 6 more

Advised (1)

← Seward & Kissel LLPIntermediarylegal_adviser:buy
Jun 21, 2023 to presentfactNews and newswire

Employs (27)

→ David ZhangPersonPrincipal
factThe subject's own site
→ Barry Jay UphoffPersonLimited Partner
Jun 1, 2023 to presentfactForm ADV, The subject's own site
→ Anthony TsaiPersonCCO & Director of Finance
factThe subject's own site
→ Jack StoneyPersonVice President
factThe subject's own site
→ Vladimir AndonovPersonManaging Director of Business Development
factThe subject's own site
→ Andrew BartlowPersonAdviser - Talent, Value Creation
factThe subject's own site
→ Chris BeallPersonPartner
factThe subject's own site
→ Michael BushPersonVice President, Operations – Value Creation
factThe subject's own site
→ Phillip CampbellPersonPrincipal
factThe subject's own site
→ Owen John DavisPersonLimited Partner
Jun 1, 2023 to presentfactForm ADV, The subject's own site
→ Kay DickasonPersonAdviser - Technology, Value Creation
factThe subject's own site
→ Charlie FiessingerPersonVice President
factThe subject's own site
→ Michael FrankPersonVice President, Finance – Value Creation
factThe subject's own site
→ Agastya KapoorPersonVice President, Automation & AI – Value Creation
factThe subject's own site
→ Sai KazaPersonSenior Analyst
factThe subject's own site
→ Jc MoorePersonSenior Associate
factThe subject's own site
→ Mario Enrique MorenoPersonLimited Partner
Jun 1, 2023 to presentfactForm ADV, The subject's own site, News and newswire
→ David MuckeyPersonDirector
factThe subject's own site
→ Arjun NagendranPersonAssociate
factThe subject's own site
→ Aseem NambiarPersonPrincipal
factThe subject's own site
→ Riley NelsonPersonExecutive Assistant
factThe subject's own site
→ Aman RanaPersonAssociate
factThe subject's own site
→ Karen SimmonsPersonExecutive Assistant
factThe subject's own site
→ Austin RotterPersonSenior Accountant
factThe subject's own site
→ Lindsey ZoletPersonChief Financial Officer
factThe subject's own site
→ Zeb ZhengPersonSenior Associate
factThe subject's own site
→ Thomas Michael MoorePersonChief Compliance Officer And Chief Financial Officer
Dec 1, 2024 to presentfactForm ADV

Manages (7)

→ Martis Partners IV Pv, LPFundPrivate Equity Fund
Mar 31, 2022 to presentfactForm ADV
→ Martis Partners IV, LPFundPrivate Equity Fund
Mar 31, 2022 to presentfactForm ADV
→ Martis Partners IV Alcanza Co-Invest, LPFundPrivate Equity Fund
Mar 31, 2023 to presentfactForm ADV
→ Martis Partners III Pv, LPFundPrivate Equity Fund
Mar 29, 2019 to presentfactForm ADV
→ Martis Partners III, LPFundPrivate Equity Fund
Mar 29, 2019 to presentfactForm ADV
→ Capricorn Healthcare & Special Opportunities II- a, LPFundPrivate Equity Fund
Mar 29, 2019 to presentfactForm ADV
→ Chso Seq, LLCFundPrivate Equity Fund
Mar 29, 2019 to presentfactForm ADV

Dated events

18 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Aug 3, 2026
Firm news
Martis Capital Names Lindsey Zolet and Anthony Tsai to Executive Roles
The subject's own siteobserved 6 days ago
Occurred
Jun 30, 2026
Platform investment
Martis Capital, Healthcare-Focused PE Firm, Acquires Majority Stake in Healthcare Marketing, Communications, and Media Agency Deerfield Group
Deerfield Group News and newswireobserved 7 days ago
Occurred
Jun 30, 2026
Transaction announced
Martis Capital, Healthcare-Focused PE Firm, Acquires Majority Stake in Healthcare Marketing, Communications, and Media Agency Deerfield Group
News and newswireobserved 7 days ago
Occurred
Dec 9, 2024
Person left
Mark Edward Letscher (Chief Compliance Officer And Chief Financial Officer) no longer on Schedule A of Martis Capital Management, LLC
Form ADVobserved 7 days ago
Occurred
Dec 1, 2024
Person joined
Thomas Michael Moore joined Schedule A of Martis Capital Management, LLC as Chief Compliance Officer And Chief Financial Officer
Form ADVobserved 7 days ago
Occurred
Jun 21, 2023
Transaction announced
Healthcare-Focused Private Equity Manager Martis Capital Secures Investment From Kudu Investment Management
Kudu Investment Holdings, LLC News and newswireobserved 5 days ago
Occurred
Jun 21, 2023
Growth investment
Healthcare-Focused Private Equity Manager Martis Capital Secures Investment From Kudu Investment Management
News and newswireobserved 5 days ago
Occurred
Nov 1, 2021
Platform investment
NaviMed’s Lighthouse Lab Services Announces a Majority Growth Recapitalization
Lighthouse Lab Services News and newswireobserved 3 days ago
Occurred
Nov 1, 2021
Transaction announced
NaviMed’s Lighthouse Lab Services Announces a Majority Growth Recapitalization
News and newswireobserved 3 days ago
Occurred
Oct 26, 2021
Person left
Shahab Omid Vagefi (Manager) no longer on Schedule A of Martis Capital Management, LLC
Form ADVobserved 7 days ago
Occurred
Aug 20, 2021
Person left
Andrea Lynn Pekala (Chief Compliance Officer, Chief Financial Officer) no longer on Schedule A of Martis Capital Management, LLC
Form ADVobserved 7 days ago
Occurred
Aug 1, 2021
Person joined
Mark Edward Letscher joined Schedule A of Martis Capital Management, LLC as Chief Compliance Officer And Chief Financial Officer
Form ADVobserved 7 days ago
Occurred
Apr 1, 2019
Person joined
Owen John Davis joined Schedule A of Martis Capital Management, LLC as Member
Form ADVobserved 7 days ago
Occurred
Apr 1, 2019
Person joined
Mario Enrique Moreno joined Schedule A of Martis Capital Management, LLC as Member
Form ADVobserved 7 days ago
Occurred
Jun 20, 2018
Adviser first adv filing
Martis Capital Management, LLC first filed Form ADV in the extract (IA)
Form ADVobserved 7 days ago

Show 18 bookkeeping events

First seen by DFX
Sep 18, 2026
date not stated
Deerfield Group acquires Triple Threat Communications to enhance healthcare marketing strategy and creative offerings
Occurred
Jul 13, 2026
Martis Capital Management, LLC: Private Equity Funds on Form ADV 14 (2024 extract) -> 15 (roster 2026-09-01)
Occurred
Mar 28, 2024
Fund 805-2933055724 no longer reported on Form ADV by Martis Capital Management, LLC
Occurred
Mar 31, 2023
Fund 805-7759170747 no longer reported on Form ADV by Martis Capital Management, LLC
Occurred
Mar 31, 2023
Martis Partners IV Alcanza Co-Invest, LP first reported on Form ADV by Martis Capital Management, LLC (Private Equity Fund), GAV $34,408,054
Occurred
Mar 31, 2023
Fund 805-7695842282 no longer reported on Form ADV by Martis Capital Management, LLC
Occurred
Mar 31, 2022
Martis Partners III Sharemd Co-Invest, LP first reported on Form ADV by Martis Capital Management, LLC (Private Equity Fund), GAV $21,923,218
Occurred
Mar 31, 2022
Martis Partners IV Pv, LP first reported on Form ADV by Martis Capital Management, LLC (Private Equity Fund), GAV $127,688
Occurred
Mar 31, 2022
Martis Partners IV, LP first reported on Form ADV by Martis Capital Management, LLC (Private Equity Fund), GAV $768,849
Occurred
Mar 30, 2021
Martis Partners III Overage Co-Invest, LP first reported on Form ADV by Martis Capital Management, LLC (Private Equity Fund), GAV $5,045,306
Occurred
Mar 30, 2021
Martis Partners III Credible Co-Invest, LP first reported on Form ADV by Martis Capital Management, LLC (Private Equity Fund), GAV $14,328,774
Occurred
Mar 29, 2020
Fund 805-9576602753 no longer reported on Form ADV by Martis Capital Management, LLC
Occurred
Mar 29, 2019
Chso Seq, LLC first reported on Form ADV by Martis Capital Management, LLC (Private Equity Fund), GAV $120,905,275
Occurred
Mar 29, 2019
Capricorn Healthcare & Special Opportunities II- a, LP first reported on Form ADV by Martis Capital Management, LLC (Private Equity Fund), GAV $11,636,969
Occurred
Mar 29, 2019
Chso Sfp, LP first reported on Form ADV by Martis Capital Management, LLC (Private Equity Fund), GAV $19,071,338
Occurred
Mar 29, 2019
Martis Partners III Pv, LP first reported on Form ADV by Martis Capital Management, LLC (Private Equity Fund), GAV $51,880,500
Occurred
Mar 29, 2019
Martis Partners III, LP first reported on Form ADV by Martis Capital Management, LLC (Private Equity Fund), GAV $332,157,500
Occurred
Mar 29, 2019
Chso Tsf, LP first reported on Form ADV by Martis Capital Management, LLC (Private Equity Fund), GAV $22,662,471

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 business phone (Form ADV), 1 office address (Form ADV), 1 website (Form ADV) · as of 2026-09-13

David Zhang
Principal · Revealable: 1 professional profile (firm website)
Barry Jay Uphoff
Limited Partner · Revealable: 1 professional profile (firm website)
Anthony Tsai
CCO & Director of Finance · Revealable: 1 professional profile (firm website)
Jack Stoney
Vice President · Revealable: 1 professional profile (firm website)
Vladimir Andonov
Managing Director of Business Development · Revealable: 1 professional profile (firm website)
Andrew Bartlow
Adviser - Talent, Value Creation · Revealable: 1 professional profile (firm website)
Chris Beall
Partner · Revealable: 1 professional profile (firm website)
Michael Bush
Vice President, Operations – Value Creation · Revealable: 1 professional profile (firm website)
Phillip Campbell
Principal · Revealable: 1 professional profile (firm website)
Owen John Davis
Limited Partner · Revealable: 1 professional profile (firm website)
Kay Dickason
Adviser - Technology, Value Creation · Revealable: 1 professional profile (firm website)
Charlie Fiessinger
Vice President · Revealable: 1 professional profile (firm website)
Michael Frank
Vice President, Finance – Value Creation · Revealable: 1 professional profile (firm website)
Agastya Kapoor
Vice President, Automation & AI – Value Creation · Revealable: 1 professional profile (firm website)
Sai Kaza
Senior Analyst · Revealable: 1 professional profile (firm website)
Jc Moore
Senior Associate · Revealable: 1 professional profile (firm website)
Mario Enrique Moreno
Limited Partner · Revealable: 1 professional profile (firm website)
David Muckey
Director · Revealable: 1 professional profile (firm website)
Arjun Nagendran
Associate · Revealable: 1 professional profile (firm website)
Aseem Nambiar
Principal · Revealable: 1 professional profile (firm website)
Riley Nelson
Executive Assistant · Revealable: 1 professional profile (firm website)
Aman Rana
Associate · Revealable: 1 professional profile (firm website)
Karen Simmons
Executive Assistant · Revealable: 1 professional profile (firm website)
Austin Rotter
Senior Accountant · Revealable: 1 professional profile (firm website)
Lindsey Zolet
Chief Financial Officer · Revealable: 1 professional profile (firm website)
Zeb Zheng
Senior Associate · Revealable: 1 professional profile (firm website)

Also named here, with no published line of their own (reach them through the firm): Thomas Michael Moore (Chief Compliance Officer And Chief Financial Officer).

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:8c2c15d4-3d48-42a0-88b4-b248499e9bba
First observed: Sep 13, 2026
Last observed: Sep 18, 2026 3 days ago
Source families: Federal regulator filings, Firm and issuer disclosures, News and newswire
5 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.