Investment adviser · CRD 160933
SV HEALTH INVESTORS, LLC
Investment adviser filing (IA)
BOSTON, MA, United States · Form ADV filed Mar 31, 2026
- Regulatory AUM
- $1.08B Form ADV · Item 5.F
- Client accounts
- 15 Accounts, not individual clients
- Employees
- 26 Reported in this filing
- Advisory professionals
- 16 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 21 | $1,080,296,225 | 100.0% |
Filing source
Form ADV 2077634 · 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
28 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.
SV LIFE SCIENCES FUND IV CF, L.P.Venture Capital Fund · Last reported Mar 31, 2026$410MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
RSM US LLP
PCAOB 49
BANK OF AMERICA, N.A.
LEI B4TYDEB6GKMZO031MB27
FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66
MONUMENT GROUP, INC.
CRD 36399 · SEC 8-47248
Fund details & source
- Fund ID
- 805-2278162122
- Reported beneficial owners
- 44
- Minimum commitment
- $5M
- Form D file number
- 021-43895
Form ADV 2077634 · 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.
SV LIFE SCIENCES FUND VI, L.P.Venture Capital Fund · Last reported Mar 31, 2026$201MGross asset value
Form D fundraising filings
SV Life Sciences Fund VI, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
RSM US LLP
PCAOB 49
BANK OF AMERICA, N.A.
LEI B4TYDEB6GKMZO031MB27
FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221
Fund details & source
- Fund ID
- 805-3837790837
- Reported beneficial owners
- 37
- Minimum commitment
- $1.5M
- Form D file number
- 021-240550
Form ADV 2077634 · 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.
SV7 GROWTH FUND, L.P.Other Private Fund · Last reported Mar 31, 2026$155MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
RSM US LLP
PCAOB 49
BANK OF AMERICA, N.A.
LEI B4TYDEB6GKMZO031MB27
FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221
FLYING CLOUD SECURITIES LLC
CRD 167621 · SEC 8-69270
HARKEN CAPITAL SECURITIES, LLC
CRD 163749 · SEC 8-69077
Fund details & source
- Fund ID
- 805-5709441982
- Reported beneficial owners
- 21
- Minimum commitment
- $5M
- Form D file number
- 021-348582
Form ADV 2077634 · 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.
SV LIFE SCIENCES FUND V, L.P.Venture Capital Fund · Last reported Mar 31, 2026$138MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
RSM US LLP
PCAOB 49
BANK OF AMERICA, N.A.
LEI B4TYDEB6GKMZO031MB27
FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221
Fund details & source
- Fund ID
- 805-9243054099
- Reported beneficial owners
- 56
- Minimum commitment
- $1.5M
- Form D file number
- 021-129520
Form ADV 2077634 · 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.
MEDTECH CONVERGENCE FUND, L.P.Venture Capital Fund · Last reported Mar 31, 2026$80.2MGross asset value
Form D fundraising filings
Medtech Convergence Fund, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
RSM US LLP
PCAOB 49
BANK OF AMERICA, N.A.
LEI B4TYDEB6GKMZO031MB27
FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221
Fund details & source
- Fund ID
- 805-2332087528
- Reported beneficial owners
- 2
- Minimum commitment
- $0
- Form D file number
- 021-334664
Form ADV 2077634 · 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.
SV7 PLUS GROWTH FUND, L.P.Other Private Fund · Last reported Mar 31, 2026$35.6MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
RSM US LLP
PCAOB 49
FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66
Fund details & source
- Fund ID
- 805-3664657080
- Reported beneficial owners
- 4
- Minimum commitment
- $1M
- Form D file number
- 021-528696
Form ADV 2077634 · 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.
INTERNATIONAL LIFE SCIENCES FUND III (LP1), L.P.Venture Capital Fund · Last reported Mar 31, 2026$15.6MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
RSM US LLP
PCAOB 49
BANK OF AMERICA, N.A.
LEI B4TYDEB6GKMZO031MB27
FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221
Fund details & source
- Fund ID
- 805-6605107669
- Reported beneficial owners
- 41
- Minimum commitment
- $10M
- Form D file number
- 021-42860
Form ADV 2077634 · 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
28 STATE STREET, SUITE 980BOSTON, MA, 02109, United States
CRD 160933
Filing source
Form ADV 2077634 · 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.