Sivik Global Healthcare, LLC

RIASEC Registered
Total AUM
$234M
Discretionary
$234M
100% of AUM
Avg account
$78M
Accounts
3
Employees
3
Advisory reps
2

Firm details

Headquarters
,
CRD number
168918
Registered since
June 19, 2014
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Sivik Global Healthcare, LLC is a healthcare-focused hedge fund organized as an LLC that manages pooled investment vehicles for institutional clients. The firm is SEC-registered (initial registration in 2014) and operates with a fee structure that includes both a percentage of assets under management and performance-based fees, consistent with traditional hedge fund economics. Sivik serves as sponsor, general partner, and managing member of its pooled vehicles, indicating direct operating control over the funds it runs. The firm’s client base is institutional, and its advisory work centers on portfolio management for pooled investment vehicles rather than on acting primarily as a third-party capital allocator. It is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Owners & executives

1 of 1
  • William Bruce

    Chief Financial OfficerCRD 5124532

Contacts

1 of 1
  • Krishen Sud

    Krishen Sud

    Portfolio ManagerCRD 1291160

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 2

Active vs passive

$56.8M in ETFs

Passive

100%

$56.8M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) SPDR(R) S&P(R) BIOTECH ETF (XBI)State StreetPassiveHealth$28.4M180,00050.00%

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth