# Health Velocity MGMT LLC

> Health Velocity MGMT LLC is an exempt reporting adviser in San Francisco, CA, filing reports since 2017. Exempt reporting advisers do not report regulatory assets under management on Form ADV.

- CRD: 289730
- Filed as: HEALTH VELOCITY MGMT LLC
- Reporting status: Exempt reporting adviser (status as filed: ERA - Active)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/289730
- AdvisorCensus page: https://advisorcensus.com/firm/health-velocity-mgmt-llc-san-francisco-ca-289730

## Quick answers

**Where is Health Velocity MGMT LLC located?**
Health Velocity MGMT LLC's principal office is in San Francisco, CA, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**How does Health Velocity MGMT LLC report to regulators?**
Health Velocity MGMT LLC is an exempt reporting adviser, filing reports since 2017. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 289730.

**Does Health Velocity MGMT LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/289730

**What changed in Health Velocity MGMT LLC's recent Form ADV filings?**
In the April 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Firm details
- Reporting since: 2017 (9 years)
- Employees: Not reported total, Not reported performing advisory functions
- Wrap fee program participation: Not reported
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Brentwood, TN
- San Francisco, CA

### Websites listed on Form ADV (Item 1.I)
- [healthvelocitycap.com](https://healthvelocitycap.com)
- LinkedIn @HEALTH-VELOCITY-CAPITAL

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | Not reported | March 31, 2021 |
| October 2022 | Not reported | Not reported | March 29, 2022 |
| October 2023 | Not reported | Not reported | March 30, 2023 |
| October 2024 | Not reported | Not reported | March 28, 2024 |
| October 2025 | Not reported | Not reported | March 24, 2025 |
| October 2026 | Not reported | Not reported | March 24, 2026 |


## Changes in the filing (last 12 months)

### April 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 Velocity MGMT LLC (CRD 289730): Form ADV filing data as of October 2026.