DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
SEC-registered adviser
H••••••••• C•••••• M••••••••• L•••
Latest filing Mar 30, 2026
First filing on the tape Mar 21, 2023 · 7 filings
SEC status approved since Apr 21, 2023
RAUM
$1.8B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
28
20 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
11
reported on Schedule D
History
7 filings and snapshots on the tape
RAUM$1.8B as of Mar 30, 2026
Mar 25, 2024$1.8B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 25, 20240 then
Employees (5.A)28 as of Mar 30, 2026
Mar 25, 202422 then
Private funds11 as of Mar 30, 2026
Mar 25, 20249 then
RAUM -4.7% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Mar 30, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $162MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- -4.7%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.8B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 11reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
11 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| H••••••••• P••••••• I•• L••• | Venture Capital Fund | $715M | 110 | Mar 21, 2023 |
| H••••••••• P••••••• I••• L••• | Venture Capital Fund | $437M | 90 | Mar 30, 2020 |
| H••••••••• T••••••• O••••••••• F•••• L••• | Venture Capital Fund | $310M | 2 | Jun 26, 2023 |
| H••••••••• P••••••• I•• L•••no longer reported | Venture Capital Fund | $293M | 54 | Mar 30, 2016 |
| H••••••••• P••••••• I•• L••• | Venture Capital Fund | $173M | 54 | Mar 28, 2022 |
| S•••••••• H••••••••• P•••••••• L•••no longer reported | Venture Capital Fund | $161M | 35 | Jul 30, 2014 |
| H••••••••• M•••••• S••• L••• | Venture Capital Fund | $52.9M | 35 | Mar 28, 2022 |
| H••••••••• A••• I•• S••• L••• | Venture Capital Fund | $40.5M | 32 | Mar 30, 2020 |
| H••••••••• A••• I•••• S••• L••• | Venture Capital Fund | $34.8M | 27 | Mar 28, 2022 |
| H••••••••• A••• I• S••• L••• | Venture Capital Fund | $31.5M | 19 | Mar 30, 2020 |
| S•••••••• H••••••••• P•••••••• L••• | Venture Capital Fund | $21.2M | 35 | Mar 28, 2022 |
Owners and control persons
Schedule A and B, latest filing
- K•••• G••••••• A••••• · Managing Partner Of The General Partnercontrolsince 02/2018 · owns less than 5%
- Y•• M••••••• H•••••••• · Chief Financial Officer Of The General Partnercontrolsince 02/2018 · owns less than 5%
- K•••• G••••••• A••••• · Class A Limited Partnercontrolsince 05/2019 · owns 25% to 50% of A•••• C•••••• L•••
- K•••• G••••••• A••••• · Managing Partner / Membercontrolsince 06/2014 · owns 75% or more of H••••••••• C•••••• M••••••••• C••••••• L••
- K•••• G••••••• A••••• · Membercontrolsince 05/2019 · owns 50% to 75% of A•••• C•••••• G• L••
- M••••• A••• · Chief Compliance Officer & General Counsel Of The General Partnersince 06/2023 · owns less than 5%
- A••••••••• B••••• · Membersince 05/2019 · owns 50% to 75% of A•••• C•••••• G• L••
- A••••••••• B••••• · Class B Limited Partnersince 05/2019 · owns 50% to 75% of A•••• C•••••• L•••
Entity owners
- A•••• C•••••• L••• · Limited Partnerdirect · owns 75% or more
- H••••••••• C•••••• M••••••••• C••••••• L•• · General Partnerdirect · owns less than 5%
- A•••• C•••••• G• L•• · General Partnerindirect · owns F of A•••• C•••••• L•••
Related persons
Schedule D 7.A
- H••••••••• A••• I•••• M••••••••• L•••••pooled vehicle sponsorn
- H••••••••• M•••••• M••••••••• L•••••pooled vehicle sponsorn
- H••••••••• T•• M••••••••• L•••••pooled vehicle sponsorn
- H••••••••• V•••••• M••••••••• I•• L•••••pooled vehicle sponsorn
- H••••••••• V•••••• M••••••••• I••• L•••••pooled vehicle sponsorn
- H••••••••• V•••••• M••••••••• I•• L•••••pooled vehicle sponsorn
- H••••••••• V•••••• M••••••••• L•••••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Redwood City, CA5 employees
What changed
consecutive filings, newest first
- Advisory employees · 18 to 20May 5, 2025 to Mar 30, 2026
- Employees · 23 to 28May 5, 2025 to Mar 30, 2026
- Discretionary RAUM · $1.9B to $1.8BMay 5, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $1.9B to $1.8BMay 5, 2025 to Mar 30, 2026
- RAUM · $1.9B to $1.8BMay 5, 2025 to Mar 30, 2026
- Financial planning clients · unset to Mar 31, 2025 to May 5, 2025
- Accounts · 9 to 11Mar 25, 2024 to Mar 31, 2025
- Advisory employees · 17 to 18Mar 25, 2024 to Mar 31, 2025
- Pooled vehicle clients · 9 to 11Mar 25, 2024 to Mar 31, 2025
- Employees · 22 to 23Mar 25, 2024 to Mar 31, 2025
- Private funds · 9 to 11Mar 25, 2024 to Mar 31, 2025
- Discretionary RAUM · $1.8B to $1.9BMar 25, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $1.8B to $1.9BMar 25, 2024 to Mar 31, 2025
- RAUM · $1.8B to $1.9BMar 25, 2024 to Mar 31, 2025
- Advisory employees · 19 to 17Jul 20, 2023 to Mar 25, 2024
- Employees · 23 to 22Jul 20, 2023 to Mar 25, 2024
- Discretionary RAUM · $1.8B to $1.8BJul 20, 2023 to Mar 25, 2024
- Pooled vehicle RAUM · $1.8B to $1.8BJul 20, 2023 to Mar 25, 2024
- RAUM · $1.8B to $1.8BJul 20, 2023 to Mar 25, 2024
- HQ city · unset to AUSTINJun 26, 2023 to Jul 20, 2023
- HQ state · unset to TXJun 26, 2023 to Jul 20, 2023
- Other offices · 2 to 1Jun 26, 2023 to Jul 20, 2023
- Accounts · 8 to 9Mar 21, 2023 to Jun 26, 2023
- Advisory employees · 13 to 19Mar 21, 2023 to Jun 26, 2023
- Pooled vehicle clients · 8 to 9Mar 21, 2023 to Jun 26, 2023
- Employees · 17 to 23Mar 21, 2023 to Jun 26, 2023
- Other offices · 1 to 2Mar 21, 2023 to Jun 26, 2023
- Private funds · 16 to 9Mar 21, 2023 to Jun 26, 2023
- Discretionary RAUM · $1.5B to $1.8BMar 21, 2023 to Jun 26, 2023
- Pooled vehicle RAUM · $1.5B to $1.8BMar 21, 2023 to Jun 26, 2023
- RAUM · $1.5B to $1.8BMar 21, 2023 to Jun 26, 2023
Signals
1 dated events
- H••••••••• C•••••• M••••••••• L••• filed its initial SEC registration (Form ADV)Mar 21, 2023 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- H••••••••• C•••••• M••••••••• L••• · Independent Sponsorsshared crd · capital_provider
- H••••••••• C•••••• M••••••••• L••• · Private Equityshared crd · organization
- H••••••••• C•••••• M••••••••• L••• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/healthquest-capitalreportedpublic record, Form ADV, Sep 19, 2026
- Website
- H•••••••••CAPITAL.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 650-486-0810reportedpublic record, Form ADV, Mar 30, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026