HG Capital Management, LLC
SEC RegisteredWe partner with innovative companies that are building solutions to address healthcare's greatest challenges.
About the firm
Heritage Group was founded in 1986 by experienced healthcare entrepreneurs and operators. For over 35 years, first as entrepreneurs and now as investors, they have built, financed, and partnered with leading healthcare companies. Their model is backed by leading healthcare organizations, with strategic partners actively involved in every aspect of their process.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investing in and partnering with high growth healthcare companies; strategic partners provide significant value to portfolio companies. The firm also partners with Meharry Medical College to advance health equity, empower diverse populations, and support the growth and success of minority-owned businesses.
Who they serve
High growth healthcare companies and their management teams, as well as underrepresented entrepreneurs and students through the Meharry-Heritage Fellowship.
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 6 | $1.2B |
Leadership
Office locations
Regulatory & compliance
Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. HG Capital Management, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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