Healthtrend Capital Llc
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ADV data as of Mar 31, 2026
- Regulatory AUM
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- Discretionary
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- Clients
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- Avg AUM / client
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- Employees
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Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $4.3M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Htc 232 N, A Series Of Healthtrend Holdings, Llc | Venture Capital Fund | Delaware | $1.6M | 31 |
| Htc 231 G, A Series Of Healthtrend Holdings, Llc | Venture Capital Fund | Delaware | $1.6M | 26 |
| Healthtrend Capital Salute Safety Dec 2021, A Series Of Cgf2021 Llc | Venture Capital Fund | Delaware | $1.0M | 23 |
| Healthtrend Capital Gem Health 3/22, A Series Of Cgf2021 Llc | Venture Capital Fund | Delaware | $155K | 9 |
Private funds (4, $4.3M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Htc 232 N, A Series Of Healthtrend Holdings, Llc | Venture Capital Fund | $1.6M | $5.0K | 31 |
| Htc 231 G, A Series Of Healthtrend Holdings, Llc | Venture Capital Fund | $1.6M | $5.0K | 26 |
| Healthtrend Capital Salute Safety Dec 2021, A Series Of Cgf2021 Llc | Venture Capital Fund | $1.0M | $5.0K | 23 |
| Healthtrend Capital Gem Health 3/22, A Series Of Cgf2021 Llc | Venture Capital Fund | $155K | $1.0K | 9 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.38 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
Not reported.
Custody
Firm reports it does not have 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) ↗