HG CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2021
Total AUM
$1.2B
Discretionary
$1.2B
100% of AUM
Avg account
$202M
Accounts
6
Employees
14
Advisory reps
3

Firm details

Headquarters
NASHVILLE, Tennessee
CRD number
163613
Registered since
February 11, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • JASON YOUNG

    Chief Financial Officer & Chief Compliance OfficerCRD 6521965

Contacts

2 of 2
  • DAVID MCCLELLAN

    Co-FounderCRD 1493885

  • ROCK MORPHIS

    Co-FounderCRD 1523963

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth