HEALTH VELOCITY MGMT LLC
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 289730
- Registered since
- August 17, 2017
- Website
- healthvelocitycapital.com
Firm profile
FINTRXOverview
Health Velocity Mgmt LLC is a limited liability company that has been SEC-registered since 2017 and is owned by an individual. The firm does not present itself as a multi-state adviser, capital allocator, pension consultant, or related adviser, and it is not identified as an active ESG investor. Its primary role is as a sponsor and general partner, acting as managing member of pooled investment vehicles rather than providing retail advisory services to individual clients.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1KENNETH GOODHUE
Chief Financial OfficerCRD 2768327
Contacts
3 of 5MARTIN FELSENTHAL
PartnerCRD 2285597
BRUCE CROSBY
Co-Founder and Managing PartnerCRD 2353331
Kristin Torres Mowat
CRD 8243470
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN FRANCISCO, CA
SAN FRANCISCO
Location
SAN FRANCISCO, CA
Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN FRANCISCO
- Address
- 1 Sansome St
- Time zone
- PT (UTC-8)
- Office locations
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