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Health Catalyst Capital Management, LLC
Filed as HEALTH CATALYST CAPITAL MANAGEMENT, LLC
Health Catalyst Capital Management, LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 28, 2026.
Quick answers
From the filingHow is Health Catalyst Capital Management, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Health Catalyst Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
Where is Health Catalyst Capital Management, LLC located?
Health Catalyst Capital Management, LLC's principal office is in New York, NY, according to its Form ADV.
Is Health Catalyst Capital Management, LLC registered with the SEC or a state?
Health Catalyst Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 282602.
How much does Health Catalyst Capital Management, LLC manage?
Health Catalyst Capital Management, LLC reports $339,023,841 in regulatory assets under management in its Form ADV filing dated April 28, 2026 (100% discretionary).
How have Health Catalyst Capital Management, LLC's assets and staff changed since 2021?
In the Form ADV data for Health Catalyst Capital Management, LLC: Regulatory assets under management: $288,641,585 in the October 2021 data and $339,023,841 in the October 2026 data, up 17%. Total employees: 5 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Health Catalyst Capital Management, LLC serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (6).
Does Health Catalyst Capital Management, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/282602
Does Health Catalyst Capital Management, LLC state an account minimum?
Its Form ADV Part 2A brochure dated April 28, 2026 says: "Generally, the minimum capital commitment to each Fund is $1 million, although the General Partner reserves the right to accept capital commitments of a lesser amount."
What changed in Health Catalyst Capital Management, LLC's recent Form ADV filings?
In the May 2026 filing data: Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: $1,000,000
The brochure's wording
Generally, the minimum capital commitment to each Fund is $1 million, although the General Partner reserves the right to accept capital commitments of a lesser amount.
As stated in the firm's Form ADV Part 2A brochure dated April 28, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$339,023,841 as of October 2026, filing dated April 28, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2020 (6 years)
- Employees
- Total: 4. Performing investment advisory functions: 4.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $339,023,841 | 4 | April 28, 2026 |
| October 2025 | $348,007,130 | 5 | May 1, 2025 |
| October 2024 | $361,477,396 | 6 | May 3, 2024 |
| October 2023 | $382,769,560 | 5 | May 24, 2023 |
| October 2022 | $388,842,074 | 3 | March 29, 2022 |
| October 2021 | $288,641,585 | 5 | March 25, 2021 |
Regulatory assets under management: $288,641,585 in the October 2021 data and $339,023,841 in the October 2026 data, up 17%.
Total employees: 5 in October 2021 and 4 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- May 2026
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Health Catalyst Capital Management, LLC (CRD 282602): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/health-catalyst-capital-management-llc-new-york-ny-282602