HEALTHPOINTCAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- SAN DIEGO, California
- CRD number
- 309041
- Registered since
- November 2, 2022
- Website
- www.healthpointcapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Healthpointcapital Management, LLC is a private equity manager that runs pooled investment vehicles for institutional clients. The firm is SEC-registered (since 2022) and operates as both sponsor and managing member for its funds, serving in roles consistent with a CPO/CTA and portfolio manager for pooled vehicles. Its business model centers on private equity-style fund management: raising and administering closed-end pooled funds, charging management fees based on assets and performance fees tied to fund results. The firm does not position itself as an active ESG investor and does not operate as a multi-state adviser.
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
Contacts
3 of 7GARY STEVENSON
Managing DirectorCRD 2699025
MILEN TODOROV
Managing DirectorCRD 5683523
MICHAEL MOGUL
Managing PartnerCRD 7250461
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN DIEGO, CA
SAN DIEGO
Location
SAN DIEGO, CA
Headquartered in SAN DIEGO, CA, in the West of the United States.
- Region
- West
- County
- SAN DIEGO
- Address
- 9920 Pacific Heights Blvd
- Time zone
- PT (UTC-8)
- Office locations
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