HEALTHCARE ROYALTY MANAGEMENT, LLC
Firm details
- Headquarters
- STAMFORD, Connecticut
- CRD number
- 169355
- Registered since
- April 2, 2014
- Website
- www.healthcareroyalty.com
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles93.35%
- Insurance Companies6.65%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Healthcare Royalty Management, LLC is an SEC‑registered limited liability company (registered in 2014) that operates as a private equity fund adviser to institutional clients. The firm provides portfolio management for pooled investment vehicles and for businesses or institutional investors, and it reports being an active ESG investor. Its fee arrangements include percentage‑of‑AUM fees, fixed fees, performance‑based fees and other fee structures. The firm’s organizational profile shows it is owned by a domestic entity and an individual and does not describe itself as a capital allocator, pension consultant, multi‑state adviser or a newly formed adviser. It also does not report having a related adviser. Healthcare Royalty Management lists a range of industry affiliations and roles beyond pure advisory work, including broker‑dealer relationships, registrations as other investment adviser and registered municipal advisor, roles as a commodity pool operator or CTA, and links with banking, trust, insurance and real estate entities. The firm also serves as a sponsor, general partner or managing member of pooled investment vehicles.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds100%
Owners & executives
3 of 5THOMAS CONNER
Chief Accounting OfficerCRD 3197436
CLARKE FUTCH
Chairman and Chief Executive OfficerCRD 1988666
SPENCER SCHNEIDER
Chief Compliance OfficerCRD 6033197
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
STAMFORD, CT
FAIRFIELD
Location
STAMFORD, CT
Headquartered in STAMFORD, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- FAIRFIELD
- Address
- 300 Atlantic St
- Time zone
- ET (UTC-5)
- Office locations
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