# SV Health Investors, LLC

> SV Health Investors, LLC is an SEC-registered investment advisory firm in Boston, MA, registered since 2017, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 160933
- Filed as: SV HEALTH INVESTORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/160933
- AdvisorCensus page: https://advisorcensus.com/firm/sv-health-investors-llc-boston-ma-160933

## Quick answers

**How is SV Health Investors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), SV Health Investors, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is SV Health Investors, LLC located?**
SV Health Investors, LLC's principal office is in Boston, MA, according to its Form ADV.

**Is SV Health Investors, LLC registered with the SEC or a state?**
SV Health Investors, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 160933.

**How much does SV Health Investors, LLC manage?**
SV Health Investors, LLC reports $1,080,296,225 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have SV Health Investors, LLC's assets and staff changed since 2021?**
In the Form ADV data for SV Health Investors, LLC: Regulatory assets under management: $1,744,307,226 in the October 2021 data and $1,080,296,225 in the October 2026 data, down 38%. Total employees: 23 in October 2021 and 26 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does SV Health Investors, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (21).

**Does SV Health Investors, 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/160933

**What changed in SV Health Investors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 17 to 16.

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $1,080,296,225
- Discretionary: $1,080,296,225
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 21 | $1,080,296,225 |

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

### Firm details
- Registered since: 2017 (9 years)
- Employees: 26 total, 16 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- svhealthinvestors.com
- LinkedIn @MEDTECH-CONVERGENCE-FUND
- LinkedIn @SV-HEALTH-INVESTORS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,744,307,226 | 23 | April 29, 2021 |
| October 2022 | $1,570,733,046 | 22 | March 31, 2022 |
| October 2023 | $1,237,573,911 | 22 | March 30, 2023 |
| October 2024 | $1,146,393,723 | 22 | March 28, 2024 |
| October 2025 | $1,055,106,134 | 27 | March 31, 2025 |
| October 2026 | $1,080,296,225 | 26 | March 31, 2026 |

Regulatory assets under management: $1,744,307,226 in the October 2021 data and $1,080,296,225 in the October 2026 data, down 38%.
Total employees: 23 in October 2021 and 26 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 17 to 16.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. SV Health Investors, LLC (CRD 160933): Form ADV filing data as of October 2026.