Investment adviser · CRD 289730
HEALTH VELOCITY MGMT LLC
Exempt reporting adviser (ERA)
Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.
SAN FRANCISCO, CA, United States · Form ADV filed Mar 24, 2026
Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →
Private funds & service providers
8 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
HEALTH VELOCITY CAPITAL II, LPVenture Capital Fund · Last reported Mar 24, 2026$396MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
BDO USA, P.C.
PCAOB 243
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221
Fund details & source
- Fund ID
- 805-4590288975
- Reported beneficial owners
- 60
- Minimum commitment
- $0
- Form D file number
- 021-288920
Form ADV 2074952 · Mar 24, 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 VELOCITY CAPITAL I, L.P.Venture Capital Fund · Last reported Mar 24, 2026$306MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
SENSIBA LLP
PCAOB 854
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221
Fund details & source
- Fund ID
- 805-5204053911
- Reported beneficial owners
- 31
- Minimum commitment
- $0
- Form D file number
- 021-288920
Form ADV 2074952 · Mar 24, 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 VELOCITY CAPITAL III, LPVenture Capital Fund · Last reported Mar 24, 2026$231MGross asset value
Form D fundraising filings
Health Velocity Capital III, L.P.
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
Fund details & source
- Fund ID
- 805-2107015911
- Reported beneficial owners
- 47
- Minimum commitment
- $0
- Form D file number
- 021-567193
Form ADV 2074952 · Mar 24, 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 VELOCITY CAPITAL IVX SPECIAL SITUATION FUND, L.P.Venture Capital Fund · Last reported Mar 24, 2026$105MGross asset value
Form D fundraising filings
Health Velocity Capital IVX Special Situation Fund, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
SENSIBA LLP
PCAOB 854
Fund details & source
- Fund ID
- 805-4871572538
- Reported beneficial owners
- 14
- Minimum commitment
- $0
- Form D file number
- 021-512237
Form ADV 2074952 · Mar 24, 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 VELOCITY CAPITAL II EXECUTIVE NETWORK FUND, LPVenture Capital Fund · Last reported Mar 24, 2026$20.9MGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221
Fund details & source
- Fund ID
- 805-1706167932
- Reported beneficial owners
- 98
- Minimum commitment
- $0
- Form D file number
- 021-288920
Form ADV 2074952 · Mar 24, 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 VELOCITY CAPITAL I EXECUTIVE NETWORK FUND, L.P.Venture Capital Fund · Last reported Mar 24, 2026$18.4MGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221
Fund details & source
- Fund ID
- 805-8574914060
- Reported beneficial owners
- 61
- Minimum commitment
- $0
- Form D file number
- 021-288920
Form ADV 2074952 · Mar 24, 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 VELOCITY CAPITAL 2020 IVY-SPV, LLCVenture Capital Fund · Last reported Mar 24, 2026$3.23MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
SENSIBA LLP
PCAOB 854
Fund details & source
- Fund ID
- 805-3607385747
- Reported beneficial owners
- 4
- Minimum commitment
- $0
Form ADV 2074952 · Mar 24, 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.
Services & filing details
Most recent filing: Mar 24, 2026. View historical filings
Reported services
Not reported in these imported fields
Compensation
Not reported in these imported fields
Principal office
ONE SANSOME STREET, STE 3650SAN FRANCISCO, CA, 94104, United States
CRD 289730
Filing source
Form ADV 2074952 · Mar 24, 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.