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Hg Capital Management, LLC

● SEC registered since 2021CRD 163613SEC# 801-120300Nashville, TN
Export (members)
Ranks #2,771 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$1.21B
Fund GAV
$1.21B
Private funds
6
Employees
14
Accounts
6
Location
Nashville, TN

Hg Capital Management, LLC assets under management

Hg Capital Management, LLC is an investment advisory firm registered with the SEC based in Nashville, TN. The firm has been registered since 2021. It reports $1.2 billion in regulatory assets under management and employs 14 people. Hg Capital Management, LLC manages 6 private funds with combined gross assets of $1.2 billion, including Heritage Healthcare Innovation Fund III, LP. By regulatory assets, it ranks 2,771 of 6,004 private fund managers.

Hg Capital Management, LLC private funds

6 funds · $1.21B GAV
FundTypeGross assetsMin.
Heritage Healthcare Innovation Fund III, LPPrivate Equity$490.2M$1M
Heritage Healthcare Innovation Fund IV, LPPrivate Equity$382M$1M
Heritage Healthcare Innovation Fund II, LPPrivate Equity$288.5M$1M
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Hg Capital Management, LLC owners & executives

6 reported
NameTitleOwnershipSince
David Gray McClellan ControlPartnerUnder 5%2011
Heritage Group LLC ControlHolding CompanyOver 75%2011
Jason Frederick Young ControlChief Financial Officer And Chief Compliance OfficerUnder 5%2020
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Frequently asked questions

How much does Hg Capital Management, LLC manage?

Hg Capital Management, LLC reports $1.2 billion in regulatory assets under management on its Form ADV.

How many private funds does Hg Capital Management, LLC manage?

Hg Capital Management, LLC manages 6 private funds with combined gross assets of $1.2 billion.

How many employees does Hg Capital Management, LLC have?

Hg Capital Management, LLC reports 14 employees.

Where is Hg Capital Management, LLC located?

Hg Capital Management, LLC is based in Nashville, TN and has been SEC-registered since 2021.

Does Hg Capital Management, LLC disclose fund performance?

Hg Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address10 Burton Hills Blvd, Ste 250, Nashville, TN 37215
Phone615-665-8220
Fax615-263-7800
Office hours8a.m. - 5p.m.
SEC regionAtlanta Regional Office (ARO)
Umbrella registrationYes
Discloses disciplinary historyNo

Regulatory AUM

$1.21B▲ 8%
Mar '25 — $1.12BApr '25 — $1.12BMay '25 — $1.12BJun '25 — $1.12BJul '25 — $1.12BAug '25 — $1.12BSep '25 — $1.12BOct '25 — $1.12BNov '25 — $1.12BDec '25 — $1.12BJan '26 — $1.12BFeb '26 — $1.12BMar '26 — $1.21BApr '26 — $1.21BMay '26 — $1.21BJun '26 — $1.21B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 30%
Larger than 70% of 16,271 advisers
AUM vs fund managersTop 46%
Larger than 54% of 6,004 private-fund managers
Number of fundsTop 36%
More funds than 64% of fund managers
EmployeesTop 32%
More than 68% of 16,825 advisers

Assets under management

$1.21Bregulatory AUM
Discretionary $1.21B