Investment adviser · CRD 282602

HEALTH CATALYST CAPITAL MANAGEMENT, LLC

Investment adviser filing (IA)

NEW YORK, NY, United States · Form ADV filed Apr 28, 2026

Regulatory AUM
$339M
Form ADV · Item 5.F
Client accounts
6
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
4
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles6$339,023,841100.0%
Filing source

Form ADV 2099228 · Apr 28, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

7 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

HEALTH CATALYST CAPITAL II, L.P.Private Equity Fund · Last reported Apr 28, 2026$140MGross asset value

Form D fundraising filings

Health Catalyst Capital II, L.P.

Fund administrator APEX FUND SERVICES CHARLOTTE, North Carolina, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO USA, LLP RALEIGH, North Carolina, United States
Custodian INSPIRA FINANCIAL TRUST LLC OAK BROOK, Illinois, United States Related to adviser: No
Custodian JP MORGAN CHASE BANK NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

BDO USA, LLP
PCAOB 243

Fund details & source
Fund ID
805-6669445125
Reported beneficial owners
25
Minimum commitment
$50K
Form D file number
021-340653

Form ADV 2099228 · Apr 28, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CFG - ELEVANCE ONE, L.P.Private Equity Fund · Last reported Apr 28, 2026$104MGross asset value

Form D fundraising filings

CFG - Elevance One, L.P.

Auditor CITRIN COOPERMAN & COMPANY, LLP FLORHAM PARK, New Jersey, United States
Custodian INSPIRA FINANCIAL TRUST LLC OAKBROOK, Illinois, United States Related to adviser: No
Custodian JP MORGAN CHASE BANK NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

CITRIN COOPERMAN & COMPANY, LLP
PCAOB 2468

Fund details & source
Fund ID
805-4009886936
Reported beneficial owners
1
Minimum commitment
$1M
Form D file number
021-559923

Form ADV 2099228 · Apr 28, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

HEALTH CATALYST CAPITAL, L.P.Private Equity Fund · Last reported Apr 28, 2026$66.9MGross asset value

Form D fundraising filings

Health Catalyst Capital, L.P.

Fund administrator APEX FUND SERVICES CHARLOTTE, North Carolina, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO USA, LLP RALEIGH, North Carolina, United States
Custodian INSPIRA FINANCIAL TRUST LLC OAK BROOK, Illinois, United States Related to adviser: No
Custodian JP MORGAN CHASE BANK NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

BDO USA, LLP
PCAOB 243

Fund details & source
Fund ID
805-5362618866
Reported beneficial owners
23
Minimum commitment
$100K
Form D file number
021-254056

Form ADV 2099228 · Apr 28, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

HEALTH CATALYST CAPITAL CONTINUATION FUND I, L.P.Private Equity Fund · Last reported Apr 28, 2026$17.1MGross asset value

Form D fundraising filings

Health Catalyst Capital Continuation Fund I, L.P.

Fund administrator APEX FUND SERVICES CHARLOTTE, North Carolina, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO USA, LLP RALEIGH, North Carolina, United States
Custodian INSPIRA FINANCIAL TRUST LLC OAKBROOK, Illinois, United States Related to adviser: No
Custodian JP MORGAN CHASE BANK NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

BDO USA, LLP
PCAOB 243

Fund details & source
Fund ID
805-2545062603
Reported beneficial owners
2
Minimum commitment
$0
Form D file number
021-520620

Form ADV 2099228 · Apr 28, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

HEALTH CATALYST CAPITAL ANNEX FUND I, L.P.Private Equity Fund · Last reported Apr 28, 2026$7.16MGross asset value

Form D fundraising filings

Health Catalyst Capital Annex Fund I, L.P.

Fund administrator APEX FUND SERVICES CHARLOTTE, North Carolina, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO USA, LLP RALEIGH, North Carolina, United States
Custodian INSPIRA FINANCIAL TRUST LLC OAK BROOK, Illinois, United States Related to adviser: No
Custodian JP MORGAN CHASE BANK NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

BDO USA, LLP
PCAOB 243

Fund details & source
Fund ID
805-5449330371
Reported beneficial owners
8
Minimum commitment
$5K
Form D file number
021-423304

Form ADV 2099228 · Apr 28, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

HEALTH CATALYST CAPITAL ANNEX FUND II, L.P.Private Equity Fund · Last reported Apr 28, 2026$4.15MGross asset value

Form D fundraising filings

Health Catalyst Capital Annex Fund II, L.P.

Fund administrator APEX FUND SERVICES CHARLOTTE, North Carolina, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO USA, LLP RALEIGH, North Carolina, United States
Custodian INSPIRA FINANCIAL TRUST LLC OAK BROOK, Illinois, United States Related to adviser: No
Custodian JP MORGAN CHASE BANK NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

BDO USA, LLP
PCAOB 243

Fund details & source
Fund ID
805-6740639015
Reported beneficial owners
1
Minimum commitment
$0
Form D file number
021-531283

Form ADV 2099228 · Apr 28, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

HCC COINVEST QBD 18, L.P.Private Equity Fund · Last reported May 1, 2025$277KGross asset value

Form D fundraising filings

HCC Coinvest QBD 18, L.P.

Fund administrator APEX FUND SERVICES CHARLOTTE, North Carolina, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO USA, LLP RALEIGH, North Carolina, United States
Custodian INSPIRA FINANCIAL TRUST LLC OAK BROOK, Illinois, United States Related to adviser: No
Custodian JP MORGAN CHASE BANK NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

BDO USA, LLP
PCAOB 243

Fund details & source
Fund ID
805-6259659957
Reported beneficial owners
8
Minimum commitment
$34.5K
Form D file number
021-327170

Form ADV 1986608 · May 1, 2025 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Apr 28, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

515 MADISON AVENUE, 27TH FLOOR
NEW YORK, NY, 10022, United States

CRD 282602

Filing source

Form ADV 2099228 · Apr 28, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.