Sivik Global Healthcare, LLC

RIASEC RegisteredEst. 2014
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 an SEC-registered hedge fund organized as an LLC and operating as an adviser to pooled investment vehicles. The firm serves institutional clients and acts in sponsor/GP and managing-member capacities for the vehicles it runs. Its compensation mixes a percentage-of-AUM fee with performance-based fees. The firm does not identify as an ESG investor and is not structured as a multi-state or related adviser.

Assets & Accounts

Public Holdings

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

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

$38.3M in ETFs

Passive

100%

$38.3M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) SPDR(R) S&P(R) BIOTECH ETF (XBI)State StreetPassiveHealth$19.2M150,00050.00%

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth