AUMdb

Healthpointcapital Management, Llc

SEC-registered Private Fund Manager · Small ($100M–$1B) CRD 309041 · SEC file 801-126773 · San Diego, CA · www.healthpointcapital.com
☆ Save with Pro ADV data as of Mar 31, 2026
Regulatory AUM
$271M
Discretionary
$271M
Clients
3
Avg AUM / client
$90.4M
Accounts
3
Employees
8

AUM over time

$122M $271M
Sep 21, 2022 Mar 31, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026

Who they serve

Client typeClientsAUM% of AUM
Pooled investment vehicles (non-investment companies) 3 $271M 100.0%

Private funds (2)

Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $181M combined gross assets

FundTypeDomicileGross assetsOwners
Healthpointcapital Musculoskeletal Fund Ii, Lp Private Equity Fund Delaware $132M 89
Healthpointcapital Partners Iv, Lp Private Equity Fund Delaware $49.0M 83

People (5)

NameRole / titleCredentialsWith firm sinceOwnership
Foster, John, Hallett Managing Partner Feb 2017 (10y) 50% – 75%
Mogul, Michael, Paul Managing Partner Feb 2017 (10y) 50% – 75%
Johnson, William, Stanley Managing Director / Cfo / Cco Jan 2020 (7y) Less than 5%
Todorov, Milen, Todorov Managing Director Jan 2020 (7y) Less than 5%
Stevenson, Gary, Donald Managing Director Jan 2024 (3y) Less than 5%

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Private funds (2, $181M gross assets)

FundTypeGross assetsMin. investmentOwners
Healthpointcapital Musculoskeletal Fund Ii, Lp Private Equity Fund $132M $75.0K 89
Healthpointcapital Partners Iv, Lp Private Equity Fund $49.0M $75.0K 83

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/31/2026 1.59 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Performance-based fees

Services

  • Portfolio management for pooled investment vehicles

Custody

Firm reports having custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.

View current Form ADV (SEC/IAPD) ↗