Form D · Venture Capital Fund

Health Catalyst Capital II, L.P.

New York, NY · CIK 0001777452

Offering snapshot reported May 29, 2020 · SEC filing

Reported sold
$50.8M
Offering amount: $275M
Investors reported
12
Form D · investor count
Minimum accepted
$50K
Reported outside-investor minimum
First sale
Jun 25, 2019
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported investors0 → 12
  • Minimum accepted$0 → $50,000

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 29, 2020Amendment$50,752,500No comparison12SEC filing
May 29, 2019InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-340653
Total Offering Amount and Total Amount Sold are inclusive of the General Partner's commitment.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
DeepWave Partners LLCNone

Source: Form D, filed May 29, 2020. 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 II, L.P.

Investment adviser: HEALTH CATALYST CAPITAL MANAGEMENT, LLC

Gross asset value
$140M
Beneficial owners
25
ADV minimum commitment
$50K

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 805-6669445125

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 Health Catalyst Associates Ii, 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