Investment adviser · CRD 309041

HEALTHPOINTCAPITAL MANAGEMENT, LLC

Investment adviser filing (IA)

SAN DIEGO, CA, United States · Form ADV filed Mar 31, 2026

Regulatory AUM
$271M
Form ADV · Item 5.F
Client accounts
3
Accounts, not individual clients
Employees
8
Reported in this filing
Advisory professionals
6
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 vehicles3$271,312,307100.0%
Filing source

Form ADV 2073889 · Mar 31, 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

3 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.

HEALTHPOINTCAPITAL MUSCULOSKELETAL II, LPPrivate Equity Fund · Last reported Mar 31, 2026$169MGross asset value

Form D fundraising filings

HealthpointCapital Musculoskeletal II, L.P.

Auditor RSM US LLP SAN FRANCISCO, California, United States
Custodian SVB - DIVISION OF FIRST CITIZENS BANK SANTA CLARA, California, United States Related to adviser: No
Marketer BHA SELECT NETWORK, LLC BOSTON, Massachusetts, United States Related to adviser: No
Marketer PAPAMARKOU WELLNER & CO., INC. 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
Yes

RSM US LLP
PCAOB 49

BHA SELECT NETWORK, LLC
CRD 168883 · SEC 8-69341

PAPAMARKOU WELLNER & CO., INC.
CRD 10963 · SEC 8-29033

Fund details & source
Fund ID
805-9180884648
Reported beneficial owners
61
Minimum commitment
$75K
Form D file number
021-458132

Form ADV 2073889 · Mar 31, 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.

HEALTHPOINTCAPITAL PARTNERS IV, LPPrivate Equity Fund · Last reported Mar 31, 2026$83.6MGross asset value

Form D fundraising filings

HealthpointCapital Partners IV, L.P.

Auditor RSM US LLP SAN FRANCISCO, California, United States
Custodian SVB - DIVISION OF FIRST CITIZENS BANK SANTA CLARA, California, United States Related to adviser: No
Marketer PAPAMARKOU WELLNER & CO., INC. 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
Yes

RSM US LLP
PCAOB 49

PAPAMARKOU WELLNER & CO., INC.
CRD 10963 · SEC 8-29033

Fund details & source
Fund ID
805-1425982603
Reported beneficial owners
83
Minimum commitment
$75K
Form D file number
021-323786

Form ADV 2073889 · Mar 31, 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.

HPC MSK II ORTHOPEDIC PARTNERS, LPPrivate Equity Fund · Last reported Mar 31, 2026$18.9MGross asset value

Form D fundraising filings

HPC MSK II Orthopedic Partners, L.P.

Auditor RSM US LLP SAN FRANCISO, California, United States
Custodian SVB - DIVISION OF FIRST CITIZENS BANK SANTA CLARA, California, United States Related to adviser: No
Marketer BHA SELECT NETWORK, LLC BOSTON, Massachusetts, United States Related to adviser: No
Marketer PAPAMARKOU WELLNER & CO., INC. 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
Yes

RSM US LLP
PCAOB 49

BHA SELECT NETWORK, LLC
CRD 168883 · SEC 8-69341

PAPAMARKOU WELLNER & CO., INC.
CRD 10963 · SEC 8-29033

Fund details & source
Fund ID
805-3390934354
Reported beneficial owners
51
Minimum commitment
$75K
Form D file number
021-539499

Form ADV 2073889 · Mar 31, 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 31, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

9920 PACIFIC HEIGHTS BLVD., SUITE 150
SAN DIEGO, CA, 92121, United States

CRD 309041

Filing source

Form ADV 2073889 · Mar 31, 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.