HG CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- NASHVILLE, Tennessee
- CRD number
- 163613
- Registered since
- February 11, 2021
- Website
- heritagegroupusa.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
HG Capital Management, LLC is a private equity adviser that focuses on pooled investment vehicles for institutional clients. Registered with the SEC in 2021 as an LLC, the firm serves as adviser and sponsor/GP or managing member to its funds, running active portfolio management for private equity vehicles. Its client base is institutional and concentrated: the firm manages a small number of relationships but on a large-dollar basis. Investment activity centers on private equity strategies, with the firm employing a typical private capital fee structure that combines an asset-based management fee with performance-based compensation. HG Capital Management does not identify as an active ESG investor. As both an operator of pooled funds and an allocator, the firm can place capital into internally managed vehicles and use third‑party private equity managers where appropriate.
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
Owners & executives
1 of 1JASON YOUNG
Chief Financial Officer & Chief Compliance OfficerCRD 6521965
Contacts
2 of 2DAVID MCCLELLAN
Co-FounderCRD 1493885
ROCK MORPHIS
Co-FounderCRD 1523963
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NASHVILLE, TN
DAVIDSON
Location
NASHVILLE, TN
Headquartered in NASHVILLE, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.
- Metro area
- Nashville-Davidson--Murfreesboro, TN
- Region
- South
- County
- DAVIDSON
- Address
- 10 Burton Hills Blvd
- Time zone
- CT (UTC-6)
- Office locations
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