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VentureFirmpe with venture activity · probableregistered_investment_adviser

Health Catalyst Capital Management, LLC

Venture Capital

New York, NY

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

Search this name across graphsid dfx:vc:4a9c0fb1-82d6-4855-984b-3f625700532f

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 21, 2026, 12:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 34
Dated events: 14
On other graphs: 3
Observed: Sep 12, 2026 to Sep 17, 2026
41 observations

Across DFX

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

Independent Sponsorsidentity

Health Catalyst Capital Management, LLC

Capital provider to sponsors · shared crd

Private Equityidentity

Health Catalyst Capital Management, LLC

Private equity manager · shared crd

RIA / Wealth Managementidentity

HEALTH CATALYST CAPITAL MANAGEMENT, LLC

Registered adviser · shared crd

Facts

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

Funds: 5
Vintages: 2015 to 2024
Reported GAV: $352Mgross asset value on Form ADV; never dry powder
Regulatory AUM: $361M
Funds with fundraising evidence: 0derived
Investments: 2
Portfolio companies: 2
Investments, 12m: 2
Partner-attributed: 1
People: 24
Investment professionals: 6derived
Co-investors: 0derived
LP relationships: 0
Stated sectors: healthcare,mediaas stated by the firm
Stated geography: new york
Latest Form D: Dec 6, 2024
Latest ADV filing: Oct 22, 2024
Website: healthcatalystcapital.com

Funds

Fund	Vintage	Lifecycle	Form D sold	GAV
Health Catalyst Capital Annex Fund II, L.P.	2024	Newly closed	$4.0M	n/a
HCC Coinvest Qbd 18, L.P.	2019	Mature	$0	$40.2M
Health Catalyst Capital II, L.P.	2019	Mature	$50.8M	$157M
Health Catalyst Capital, L.P.	2015	Harvest	$27.8M	$155M
Health Catalyst Capital Continuation Fund I, L.P.	n/a	Unknown	$0	n/a

Investments

round size is never this investor's check

Company	State	Stage	Round size	Partner	Attribution	Observed
Latticepay	n/a	n/a	n/a	n/a	Unknown	Sep 13, 2026
Clearsense, Inc	Tn	n/a	n/a	Charles Boorady	Strongly supported	Apr 22, 2026

Co-investors

pairs come only from shared rounds and listings

Investor	Co-investor	Shared deals	Shared companies	Last observed	Strength
ARC Capital Management LLC	Health Catalyst Capital Management, LLC	1	1	Sep 16, 2026	One time
Health Catalyst Capital Management, LLC	E14 Management, LLC	1	1	Sep 16, 2026	One time

Relationships

Employs (27)

→ Dan MessinaPersonAdvisor
factThe subject's own site
→ Kennneth C. MorrisPersonAdvisor
factThe subject's own site
→ Brad WilsonPersonAdvisor
factThe subject's own site
→ Win WhitcombPersonAdvisor
factThe subject's own site
→ Mark S. SternPersonAdvisor
factThe subject's own site
→ Peggy ScottPersonAdvisor
factThe subject's own site
→ Charles BooradyPersonManaging Partner
factThe subject's own site
→ Katie CarrPersonPartner, Strategic Alliances
factThe subject's own site
→ Tanmay GeraPersonAssociate
factThe subject's own site
→ John HolzwarthPersonChief Compliance Officer
factThe subject's own site
→ Boris PevznerPersonPrincipal
factThe subject's own site
→ Paula SemelmacherPersonChief Financial Officer
factThe subject's own site
→ Jeffrey D. AlterPersonAdvisor
factThe subject's own site
→ Sam BakriPersonAdvisor
factThe subject's own site
→ Richard BaraschPersonAdvisor
factThe subject's own site
→ Jim BonnettePersonAdvisor
factThe subject's own site
→ Chris DoerrPersonAdvisor
factThe subject's own site
→ Lindsay FarrellPersonAdvisor
factThe subject's own site
→ Gene HuangPersonAdvisor
factThe subject's own site
→ David H. KleinPersonAdvisor
factThe subject's own site
→ Joe MaturoPersonAdvisor
factThe subject's own site
→ Daniel Robert RossPersonPartner
Sep 1, 2020 to presentfactForm ADV
→ Charles Andrew BooradyPersonManaging Partner
Dec 1, 2015 to presentfactForm ADV
→ John Carl HolzwarthPersonChief Compliance Officer
Mar 1, 2024 to presentfactForm ADV
→ Peter Heinz CostaPersonChief Financial Officer
Sep 1, 2020 to Mar 31, 2023inferenceForm ADV
→ David Noyes PowersPersonChief Compliance Officer
Sep 1, 2020 to Mar 26, 2024inferenceForm ADV
→ Joseph John MaturoPersonChief Financial Officer
Mar 1, 2023 to Mar 26, 2024inferenceForm ADV

Invested in (2)

→ Clearsense, IncCompanyBoard only
Apr 22, 2026 to presentinferenceForm D
→ LatticepayCompanyPortfolio listing
Sep 13, 2026 to presentfactThe subject's own site

Manages (5)

→ Health Catalyst Capital Annex Fund II, L.P.FundInferred from principal
inferenceForm D
→ Health Catalyst Capital Continuation Fund I, L.P.FundInferred from principal
inferenceForm D
→ Health Catalyst Capital, L.P.FundVenture Capital Fund
Feb 11, 2016 to presentfactForm ADV
→ HCC Coinvest Qbd 18, L.P.FundPrivate Equity Fund
Mar 30, 2019 to presentfactForm ADV
→ Health Catalyst Capital II, L.P.FundPrivate Equity Fund
Mar 30, 2020 to presentfactForm ADV

Dated events

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

Occurred
Mar 26, 2024
Person left
Charles Andrew Boorady (Managing Partner) no longer on Schedule A of Health Catalyst Capital Management, LLC
Form ADVobserved 9 days ago
Occurred
Mar 26, 2024
Person left
Joseph John Maturo (Chief Financial Officer) no longer on Schedule A of Health Catalyst Capital Management, LLC
Form ADVobserved 9 days ago
Occurred
Mar 26, 2024
Person left
David Noyes Powers (Chief Compliance Officer) no longer on Schedule A of Health Catalyst Capital Management, LLC
Form ADVobserved 9 days ago
Occurred
Mar 1, 2024
Person joined
John Carl Holzwarth joined Schedule A of Health Catalyst Capital Management, LLC as Chief Compliance Officer
Form ADVobserved 9 days ago
Occurred
Mar 31, 2023
Person left
Peter Heinz Costa (Chief Financial Officer) no longer on Schedule A of Health Catalyst Capital Management, LLC
Form ADVobserved 9 days ago
Occurred
Mar 1, 2023
Person joined
Joseph John Maturo joined Schedule A of Health Catalyst Capital Management, LLC as Chief Financial Officer
Form ADVobserved 9 days ago
Occurred
Sep 1, 2020
Person joined
David Noyes Powers joined Schedule A of Health Catalyst Capital Management, LLC as Chief Compliance Officer
Form ADVobserved 9 days ago
Occurred
Sep 1, 2020
Person joined
Peter Heinz Costa joined Schedule A of Health Catalyst Capital Management, LLC as Chief Financial Officer
Form ADVobserved 9 days ago
Occurred
Jan 1, 2017
Person joined
Daniel Robert Ross joined Schedule A of Health Catalyst Capital Management, LLC as Managing Director
Form ADVobserved 9 days ago
Occurred
Feb 11, 2016
Adviser's first ADV filing
Health Catalyst Capital Management, LLC first filed Form ADV (ERA, venture capital fund adviser exemption)
Form ADVobserved 9 days ago
Occurred
Dec 1, 2015
Person joined
Charles Andrew Boorady joined Schedule A of Health Catalyst Capital Management, LLC as Managing Partner
Form ADVobserved 9 days ago

Show 3 bookkeeping events

Occurred
Mar 30, 2020
Health Catalyst Capital II, L.P. first reported on Form ADV by Health Catalyst Capital Management, LLC (Private Equity Fund), GAV $44,614,376
Occurred
Mar 30, 2019
HCC Coinvest Qbd 18, L.P. first reported on Form ADV by Health Catalyst Capital Management, LLC (Private Equity Fund), GAV $12,963,055
Occurred
Feb 11, 2016
Health Catalyst Capital, L.P. first reported on Form ADV by Health Catalyst Capital Management, LLC (Venture Capital Fund), GAV $10,101,010

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 website (Form ADV), 1 work email (firm website) · as of 2026-09-17

Also named here, with no published line of their own (reach them through the firm): Dan Messina (Advisor), Kennneth C. Morris (Advisor), Brad Wilson (Advisor), Win Whitcomb (Advisor), Mark S. Stern (Advisor), Peggy Scott (Advisor), Charles Boorady (Managing Partner), Katie Carr (Partner, Strategic Alliances), Tanmay Gera (Associate), John Holzwarth (Chief Compliance Officer), Boris Pevzner (Principal), Paula Semelmacher (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: Venture Capital
Canonical id: dfx:vc:4a9c0fb1-82d6-4855-984b-3f625700532f
First observed: Sep 12, 2026
Last observed: Sep 17, 2026 4 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.

Health Catalyst Capital Management, LLC

Venture Capital

New York, NY

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

Search this name across graphsid dfx:vc:4a9c0fb1-82d6-4855-984b-3f625700532f

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 21, 2026, 12:55 PM UTC and rebuilt at most every 15 minutes.

Fund

Vintage

Lifecycle

Form D sold

GAV

LPs

Health Catalyst Capital Annex Fund II, L.P.

2024

Newly closed

$4.0M

n/a

HCC Coinvest Qbd 18, L.P.

2019

Mature

$40.2M

Health Catalyst Capital II, L.P.

2019

Mature

$50.8M

$157M

Health Catalyst Capital, L.P.

2015

Harvest

$27.8M

$155M

Health Catalyst Capital Continuation Fund I, L.P.

n/a

Unknown

n/a

Company

State

Stage

Round size

Partner

Attribution

Observed

Latticepay

n/a

Unknown

Sep 13, 2026

Clearsense, Inc

n/a

Charles Boorady

Strongly supported

Apr 22, 2026

Investor

Co-investor

Shared deals

Shared companies

Last observed

Strength

ARC Capital Management LLC

Health Catalyst Capital Management, LLC

Sep 16, 2026

One time

Health Catalyst Capital Management, LLC

E14 Management, LLC

Sep 16, 2026

One time