Form D · Venture Capital Fund

Health Catalyst Capital Annex Fund II, L.P.

New York, NY · CIK 0002046335

Offering snapshot reported Dec 6, 2024 · SEC filing

Reported sold: $4M
Investors reported: 1
Minimum accepted: $4M
First sale: Nov 25, 2024

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Dec 6, 2024	Initial	$4,000,000	No comparison	1	SEC 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: 021-531283

Source: Form D, filed Dec 6, 2024. 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

HEALTH CATALYST CAPITAL ANNEX FUND II, L.P.

Investment adviser: HEALTH CATALYST CAPITAL MANAGEMENT, LLC

Gross asset value: $4.15M
Beneficial owners: 1
ADV minimum commitment: $0

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

Service providers

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

Filing source

Form ADV 2099228 · Apr 28, 2026 · Schedule D 7.B.(1), fund 805-6740639015

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

Related funds

Funds whose names form a numbered series with this one and that share its city or the name of a related person. Form D does not state how these funds are related.

Fund	Latest Form D	Reported sold	Investors
Health Catalyst Capital Annex Fund I, L.P.	Dec 2, 2021	$10,000,000	7
Health Catalyst Capital Annex Fund II, L.P. (this fund)	Dec 6, 2024	$4,000,000	1

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
Name	Reported role
Charles Boorady	Executive
N/A Health Catalyst Associates Annex, Llc	Director
Daniel Ross	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

515 Madison Avenue Suite 2701
New York, NY, 10022