Healthcare Royalty Management, LLC

RIASEC RegisteredEst. 2014
Total AUM
$3.8B
Discretionary
$3.3B
87% of AUM
Avg account
$291M
Accounts
13
Employees
23
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
169355
Registered since
April 2, 2014
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

FINTRX

Overview

Healthcare Royalty Management, LLC is a limited liability company that operates as a private equity–oriented investment adviser focused on institutional clients. The firm has been SEC‑registered since 2014 and reports ownership interests held by domestic entities and individuals. Its advisory remit centers on portfolio management for pooled investment vehicles and for businesses or institutions, and it also serves as sponsor or general partner for pooled vehicles. Fee arrangements include percentage-of-AUM, fixed fees, performance-based fees and other structures. The firm identifies itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 100%100%
  • Private Funds100%

Owners & executives

3 of 5
  • Thomas Conner

    Thomas Conner

    Chief Accounting OfficerCRD 3197436

  • Spencer Schneider

    Spencer Schneider

    Chief Compliance OfficerCRD 6033197

  • Clarke Futch

    Clarke Futch

    Chairman and Chief Executive OfficerCRD 1988666

Unlock 2 more executives →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, 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
New York
Address
30 Hudson Yards
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth