# 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.

- CRD: 282602
- Filed as: HEALTH CATALYST CAPITAL MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: April 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/282602
- AdvisorCensus page: https://advisorcensus.com/firm/health-catalyst-capital-management-llc-new-york-ny-282602

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated April 28, 2026)

- Account minimum: $1,000,000

> 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 brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $339,023,841
- Discretionary: $339,023,841
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 6 | $339,023,841 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2020 (6 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [healthcatalystcapital.com](https://healthcatalystcapital.com)
- LinkedIn @HEALTH-CATALYST-CAPITAL-MANAGEMENT-LLC

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $288,641,585 | 5 | March 25, 2021 |
| October 2022 | $388,842,074 | 3 | March 29, 2022 |
| October 2023 | $382,769,560 | 5 | May 24, 2023 |
| October 2024 | $361,477,396 | 6 | May 3, 2024 |
| October 2025 | $348,007,130 | 5 | May 1, 2025 |
| October 2026 | $339,023,841 | 4 | April 28, 2026 |

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.

## Changes in the filing (last 12 months)

### May 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Health Catalyst Capital Management, LLC (CRD 282602): Form ADV filing data as of October 2026.