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CRD 163613
NASHVILLE, TN
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| HERITAGE HEALTHCARE INNOVATION FUND III, LP | Venture Capital Fund | $417M | Mar 15, 2024 | 69 | Mar 27, 2020 | reported | 021-340796 |
| HERITAGE HEALTHCARE INNOVATION FUND II, LP | Venture Capital Fund | $334M | Mar 15, 2024 | 37 | Jun 26, 2015 | reported | 021-239776 |
| HERITAGE HEALTHCARE INNOVATION FUND, LP | Venture Capital Fund | $38.9M | Mar 15, 2024 | 25 | Mar 30, 2012 | reported | 021-154312 |
| HERITAGE GROUP MONOGRAM HOLDINGS, LP | Venture Capital Fund | $15.9M | Mar 15, 2024 | 13 | Mar 22, 2023 | reported | 021-468597 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| HERITAGE GROUP LLC | HOLDING COMPANY | E | yes | 01/2011 | Mar 15, 2024 | Mar 15, 2024 |
| MCCLELLAN, DAVID, GRAY | Owner | D | yes | 01/2011 | Jan 11, 2021 | Mar 15, 2024 |
| MORPHIS, ROCK, ANTHONY | Partner | Na | yes | 01/2011 | Jan 11, 2021 | Mar 15, 2024 |
| MORPHIS, ROCK, ANTHONY | Owner | D | yes | 01/2011 | Jan 11, 2021 | Mar 15, 2024 |
| YOUNG, JASON, FREDERICK | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | Na | yes | 03/2020 | Jan 11, 2021 | Mar 15, 2024 |
| Bland, Jesse, Alexander | PARTNER - HG CAPITAL MANAGEMENT III, LLC | B | no | 09/2020 | Sep 3, 2021 | Mar 15, 2024 |
| GRZEBIEN, LAUREN, A. | PARTNER - HG CAPITAL MANAGEMENT III, LLC | B | no | 09/2020 | Sep 3, 2021 | Mar 15, 2024 |
| HUNTER, GRAHAM, LAMBERT | PARTNER - HG CAPITAL MANAGEMENT III, LLC | B | no | 09/2020 | Sep 3, 2021 | Mar 15, 2024 |
| MCCLELLAN, DAVID, GRAY | PARTNER - HG CAPITAL MANAGEMENT III, LLC | B | no | 01/2011 | Jan 11, 2021 | Mar 15, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| HERITAGE HEALTHCARE INNOVATION FUND GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| HG CAPITAL MANAGEMENT III, LLC | n/a | n/a | n/a | N | yes | n/a |
| HHIF II GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| HHIF III GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 25, 2026 | $1.2B | $1.2B | 14 | 11 | 0 | 6 | n/a |
| 2024 | Mar 31, 2025 | $1.1B | $1.1B | 14 | 11 | 0 | 6 | n/a |
| 2023 | Mar 15, 2024 | $806M | $806M | 14 | 11 | 0 | 4 | $806M |
| 2022 | Mar 22, 2023 | $737M | $737M | 14 | 11 | 0 | 4 | $774M |
| 2021 | Mar 22, 2022 | $698M | $698M | 13 | 12 | 0 | 3 | $698M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $1.2B | $1.1B | 8.2% | $737M | 18.0% | 14 | 14 | 0 | 0 |