Form D · Other Investment Fund

CFG - Elevance One, L.P.

New York, NY · CIK 0002080220

Offering snapshot reported Oct 6, 2025 · SEC filing

Reported sold
$104M
Offering amount: $104M
Investors reported
3
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Oct 2, 2025
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 6, 2025Initial$103,763,908No comparison3SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-559923

Source: Form D, filed Oct 6, 2025. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

CFG - ELEVANCE ONE, L.P.

Investment adviser: HEALTH CATALYST CAPITAL MANAGEMENT, LLC

Gross asset value
$104M
Beneficial owners
1
ADV minimum commitment
$1M

Reported in Form ADV on Apr 28, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

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

Filing source

Form ADV 2099228 · Apr 28, 2026 · Schedule D 7.B.(1), fund 805-4009886936

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

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Charles Boorady Executive
N/A Cfg Elevance One Gp, Llc Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
515 Madison Avenue Suite 2701
New York, NY, 10022