Tullis Health Investors

Multi-stage venture firmSEC venture capital fund adviser· Palm Beach Gardens, FloridaTullisfunds.com

Tullis Health Investors is a private equity firm that partners with high-growth, commercial-stage healthcare companies and invests in the medical device, healthcare services and technology, specialty pharmaceuticals, and biotechnology sectors. Our investments in people, products, technologies, and services have a significant impact on global health.

In the firm's own words, from its website.

Reported fund assets
$58.8M
sum of its funds' Form ADV filings, last 30 months
New companies, 12 mo
None
Investment team
10
Latest vintage
2019
As of · the latest observation of this organization; filed figures are as of its latest Form ADV

13 additional team members, 8 additional investments, funds and LPs, 17 events, 1 verified contact (1 firm phone)

Every relationship, signal and contact on this record, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Nothing material in the last 180 days. Last change: 30 Mar 2026, A team member departed on 30 Mar 2026. 2 departures on record in 12 months.

People to know

View all people
  • Founding Partner
    Why: Founder of the firm
    No route on file yet
  • Managing Partner
    Why: Managing partner: runs the firm
    No route on file yet
  • Manager / Member Of Tullis Health Investors Of Florida, Llc
    Why: Named with investment responsibility
    No route on file yet

Relationship network

28 connected entities2 observed roundsrounds 2014 to 2015

From financing rounds and every investor named in them, Form ADV and Form D filings, the firm's funds and team, and disclosed LP commitments in the venture capital graph. A round's amount is the size of the round, not money that moved between two investors.

Some relationships on this record are counted rather than named here. They open with the full profile.

Click any name or line for the rounds and sources behind it. Line weight is rounds together; dashed lines are inferred.

Reading the network
  • Company
  • Fund or vehicle
  • Person
›How strength and recency are read

Co-investors are read from the rounds: three or more shared rounds is a strong observed relationship, two a repeat co-investor, one a single round. Funds and people are structural. Nothing is scored that a reader cannot check.

Darker lines were active in the last 24 months or are current; lighter lines are older or undated.

How am I connected?

Name your firm, a company or a person, and DFX finds the published routes to Tullis Health Investors: a shared portfolio company or board, a prior employer, a co-investor, a shared LP or service provider. Every step is a filed or published record with its source; none is a guess about who knows whom.

See how you connect to Tullis Health Investors

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Investing

2 companies on record, 0 new in 12 months

Investments on record

2 companies, 2 partner-attributed
CompanyRoundRolePartnerRound sizeThis investorDateSource
CareSync, Inc.Form D equity offeringunknown · boardJohn Tullis (strongly supported)$18.0M
form d sold
unknownOct 16, 2015Inference Form D
SafeOp Surgical, Inc.Form D equity offeringunknown · boardCurt H. Labelle (strongly supported)$2.4M
form d sold
unknownJul 29, 2014Inference Form D

Stated thesis versus observed behaviour

2 observed deals
Stated (the firm’s website)
Sectors
healthcare, biotech, medtech
Stages
not stated or not yet read
Geography
global
Check size
not stated; DFX does not estimate checks from round sizes
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Sectors
unknown 100%
lead rate no observed dealsfollow-on rate 0%new companies, 12 months 0

Team

17 current, 4 departed

Decision makers

who to call first, and why; then everyone else by function
  • Jim Tullis · Founding Partner
    Why this person: Founder of the firm; Named with investment responsibility
  • John Tullis · Managing Partner
    Why this person: Managing partner: runs the firm; Named with investment responsibility
  • James Luther Lyman Tullis · Manager / Member Of Tullis Health Investors Of Florida, Llc
    Why this person: Named with investment responsibility

Ranked by the role the firm or its filing states, a route on file and deals led. Every reason is read from the record, never inferred. Routes are published by the person or the firm (their bio, the team page or a filing) and are revealed on a plan; data bought from a provider is never shown, and a route printed at a firm the person has since left is held back.

Investment team

17 current, 4 departed
4 departed (kept with end dates)
  • Marlene D. Mcleish · Chief Accounting Officer Of Tullis-Dickerson & Co., Inc. · Dec 1, 1999 to Mar 30, 2026 Fact
  • Nora Mende · Chief Financial Officer · Jun 1, 2008 to Mar 28, 2013 Inference
  • Stephanie Moss · Controller Of Tullis Health Investors Of Florida Llc · Aug 1, 2011 to Mar 30, 2026 Fact

Contacts

1 firm phone

1 firm phone on record, each with its source. Values open with the complete profile.

Funds and LPs

4 vehicles, 0 LPs disclosed

Funds and vehicles

4 reported, 7 no longer reported
VehicleTypeVintageLifecycleReported GAVOwnersForm D soldLatest Form D
Tullis Growth Fund II, L.P.Growth fund2019 form d first saleMature$13.1M
Mar 30, 2026
14$16.1MAug 3, 2021
Tullis Growth Fund, L.P.Growth fund2014 form d first saleHarvest$14.5M
Mar 30, 2026
27$21.4M
of $200M
Jan 30, 2015
Tullis-Dickerson Capital Focus III, L.P.FundunknownUnknown$31.1M
Mar 30, 2026
37unknownunknown

Limited partners

0 LPs, 0 disclosed commitments
No LP commitment on record. An LP edge needs a public disclosure with a quote: a pension report (see Limited partners for the plans read), a fund announcement naming the LP, or a Form ADV owner. The fund page carries the LP’s reported performance.

Known LPs and allocators

0 relationships across the firm's funds, from public pensions and the allocator graph
No allocator names this firm or its funds in a public disclosure DFX holds.

Relationships across DFX

0 co-investors · on 1 other DFX graph

Co-investors

0 counted from shared deals, for the whole firm
No co-investor relationship yet: these are derived only from rounds and portfolio listings the graph has seen both investors on.
Across DFX and the capital chainon 1 other DFX graph Show
Across DFX
  • The same institution is held on RIA and Wealth, matched by identifier. See which records
Across the graphs

Tullis Health Investors is the same institution as 1 record in RIA and Wealth.

RIA and Wealth1

The joined record opens with the product, beside every other relationship on this page.

Checking your plan…

Evidence and history

22 dated events, 78 observations from 4 sources

Timeline

22 dated events
  1. Mar 30, 2026
    Stephanie Moss (Controller Of Tullis Health Investors Of Florida Llc) no longer on Schedule A of Tullis Health Investors
    Person leftPeopleInferenceStephanie MossForm ADV
  2. Mar 30, 2026
    Marlene D. Mcleish (Chief Accounting Officer Of Tullis-Dickerson & Co., Inc.) no longer on Schedule A of Tullis Health Investors
    Person leftPeopleInferenceMarlene D. McleishForm ADV
  3. Mar 29, 2016
    Curt H. Labelle (Senior Vice President And Assistant Secretary Of Tullis-Dickerson & Co., Inc.) no longer on Schedule A of Tullis Health Investors
    Person leftPeopleInferenceCurt H. LabelleForm ADV
  4. Mar 29, 2016
    Tullis Growth Fund Cayman Feeder, L.P. first reported on Form ADV by Tullis Health Investors (Venture Capital Fund), GAV $16,460,000
    Fund first reported on Form ADVFundsFactTullis Growth Fund Cayman Feeder, L.P.Form ADV
  5. Mar 31, 2015
    Tullis Growth Fund, L.P. first reported on Form ADV by Tullis Health Investors (Venture Capital Fund), GAV $5,828,000
    Fund first reported on Form ADVFundsFactTullis Growth Fund, L.P.Form ADV

Identity and regulatory footprint

Address, phone, Form ADV filing and ownersForm ADV filed Mar 30, 2026 · 4 private fundsShow
Headquarters
Palm Beach Gardens, FLadviserinfo.sec.gov
Office address
unknownadviserinfo.sec.gov
Business phone
unknownadviserinfo.sec.gov
SEC adviser type
Exempt reporting adviseradviserinfo.sec.gov
SEC exemption claimed
Venture capital fund adviseradviserinfo.sec.govItem 2.B(1): advises solely venture capital funds
Latest Form ADV
Mar 30, 2026
Private funds reported
4 (4 venture capital funds)adviserinfo.sec.gov
Private fund gross assets, adviser total
$58.8Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Owners on Schedule A
L Tullis & Et Schneider Ttee, James Ll Tullis Irrevocable Trust U/a Dtaed 07/19/2005, FBO Elisabeth Schneider (Member Of Tullis Health Investors Of Florida Llc), owns under 5%; L Tullis & John Tullis Ttee, James Ll Tullis Irrevocable Trust U/a Dated 07/19/2005 FBO John Tullis (Member Of Tullis Health Investors Of Florida Llc), owns under 5%; L Tullis & St Wester Ttee, James Ll Tullis Irrevocable Trust U/a Dated 07/19/2005 FBO Sara Wester (Member Of Tullis Health Investors Of Florida Llc), owns under 5%

Classification history

Every classification this record has carried3 on recordShow
  1. Sep 23, 2026
    Multi-stage venture firm (confirmed, 95%)
    Both early and growth/opportunity families, reported GAV $59M
  2. Sep 15, 2026
    Multi-stage venture firm (confirmed, 95%)
    Both early and growth/opportunity families, reported GAV $70M
  3. Sep 12, 2026
    Multi-stage venture firm (confirmed, 95%)
    Both early and growth/opportunity families, reported GAV $54M

Evidence

79 observations from 4 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
Why admittedVC exemption, VC funds reportedMar 30, 2026FactForm ADV
SEC exemption claimedVenture capital fund adviserMar 30, 2026FactForm ADV
SEC exemption claimedVenture capital fund adviserApr 16, 2024FactForm ADV
SEC adviser typeExempt reporting adviserMar 30, 2026FactForm ADV
SEC adviser typeExempt reporting adviserMar 30, 2026FactForm ADV
SEC adviser typeExempt reporting adviserApr 16, 2024FactForm ADV
SEC adviser typeExempt reporting adviserMar 29, 2017FactForm ADV
First Form ADV filing2017-03-29Mar 30, 2026FactForm ADV
First Form ADV filing2017-03-29Apr 16, 2024FactForm ADV
First Form ADV filing2012-03-29Mar 29, 2017FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-30Oct 1, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-29Sep 30, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-25Sep 26, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-23Sep 24, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-21Sep 23, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-22Sep 23, 2026FactForm ADV
Adv history loadedadv-hist-1Sep 12, 2026FactForm ADV
Latest Form ADV filing2026-03-30Mar 30, 2026FactForm ADV
Latest Form ADV filing2026-03-30Mar 30, 2026FactForm ADV
Latest Form ADV filing2024-04-16Apr 16, 2024FactForm ADV
Latest Form ADV filing2017-03-29Mar 29, 2017FactForm ADV
SEC statusERA - ActiveMar 30, 2026FactForm ADV
SEC status effective2017-03-29Mar 30, 2026FactForm ADV
Venture share of reported funds1Mar 30, 2026FactForm ADV
Venture share of reported funds1Apr 16, 2024FactForm ADV
Venture share of reported funds1Mar 29, 2017FactForm ADV
Business phoneMar 30, 2026FactForm ADV
Business phoneApr 16, 2024FactForm ADV
Business phoneMar 29, 2017FactForm ADV
DescriptionSep 16, 2026Fact
HeadquartersPalm Beach Gardens, FLMar 30, 2026FactForm ADV
HeadquartersPalm Beach Gardens, FLApr 16, 2024FactForm ADV
HeadquartersPalm Beach Gardens, FLMar 29, 2017FactForm ADV
Office addressMar 30, 2026FactForm ADV
Office addressApr 16, 2024FactForm ADV
Office addressMar 29, 2017FactForm ADV
Legal formLimited Liability CompanyMar 30, 2026FactForm ADV
Legal formLimited Liability CompanyApr 16, 2024FactForm ADV
Legal formCorporationMar 29, 2017FactForm ADV
Portfolio pageSep 16, 2026Fact
Private funds reported4Mar 30, 2026FactForm ADV
Private funds reported4Mar 30, 2026FactForm ADV
Private funds reported4Apr 16, 2024FactForm ADV
Private funds reported9Mar 29, 2017FactForm ADV
Private fund gross assets (reported)$58.8MMar 30, 2026FactForm ADV
Private fund gross assets (reported)$58.8MMar 30, 2026FactForm ADV
Private fund gross assets (reported)$69.8MApr 16, 2024FactForm ADV
Private fund gross assets (reported)$114MMar 29, 2017FactForm ADV
Schedule a diffsadiff-1Mar 30, 2026FactForm ADV
Stated geographyglobal
“geography words on the home page”
Sep 16, 2026Fact
Stated sectorsHealthcare, biotech, medtech
“sector words on the home page”
Sep 16, 2026Fact
Team pageSep 16, 2026Fact
Venture funds reported4Mar 30, 2026FactForm ADV
Venture funds reported4Mar 30, 2026FactForm ADV
Venture funds reported4Apr 16, 2024FactForm ADV
Venture funds reported9Mar 29, 2017FactForm ADV
WebsiteSep 12, 2026FactForm ADV
WebsiteMar 30, 2026FactForm ADV
WebsiteApr 16, 2024FactForm ADV
WebsiteMar 29, 2017FactForm ADV
Site titleSep 16, 2026Fact
How this is scored
Scores, classification basis and filing advisersMulti-stage venture firm, confirmedShow
Importance
32
moderate
Active deployment
0
low
Emerging
0
low
Freshness
100
high
Multi-stage venture firmSEC exempt reporting adviser

Both early and growth/opportunity families, reported GAV $59M

The inputs behind each score
importance
gav: 0.23 · funds: 1 · people: 0.44 · investments: 0.11 · co investors: 0
active deployment
investments 12m: 0 · fund raising 18m: 0 · people joined 12m: 0 · vintage within 3y: 0 · latest investment at: not scored
emerging manager
fund count: 12 · reported gav: $58.8M · first adv filing: 2012-03-29 · years since first filing: 14.5

Fits, record history and connections

scored matches for this investor, every identity change, every edge

Record history

1 dated event on the change ledger, latest event first
  • Adviser's first ADV filing
    2012-03-29source on record

The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.