United States · 
What does Heritage Group invest in?
Heritage Group invests most often at Series B and Venture (67% of the rounds on record), in sectors such as Healthtech, Well-being and Wellness.
Heritage Group highlights
- 01
9 rounds on record
- 02
Mostly Series B and Venture: 67% of its rounds
- 03
Sole investor in 3 rounds, median $13M
- 04
2 exits from the portfolio
What they do
We partner with innovative companies that are building solutions to address healthcare’s greatest challenges.From their own website
- Type
- VC firm (from a list, unverified)
- Cheque size
- Not stated
- Stages
- Pre-seedSeedSeries ASeries BGrowth
- Sectors
- HealthtechWell-beingWellness
- Based in
- Nashville, United States
- Cold pitches
- Not stated
The record
Every round we can evidence, newest first9 appearances
- 2013
7 rounds
- Oct
- Sept
- Sept
- Aug
- May
- Mar
- Feb
- 2010
2 rounds
- Nov
- Apr
An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor.
The team
Named by the firm itself, on a filing, its Form ADV or its company registration8 named
BBBryan BuiManaging Director of the General Partner.iFiling they signed
DGDavid Gray McclellanVice President of the General PartneriFiling they signed
GLGraham Lambert HunterManaging Director of the General Partner.iFiling they signed
JFJason Frederick YoungChief Financial Officer and Chief Compliance OfficeriForm ADV
JAJesse Alexander BlandManaging Director of the General Partner.iFiling they signed
LALauren A. GrzebienPartner - Hg Capital Management III, LLCiForm ADV
LBLauren BrueggenManaging Director of the General Partner.iFiling they signed
RARock Anthony MorphisVice President of the General PartneriFiling they signed
We also hold 32 people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.
What the register says
From the firm's own filings with the SEC, which it must file accurately by law
$1.2Bassets it managesOct 2026
Registeredinvestment adviserfull reporting to the SEC
- Legal name
- HG Capital Management, LLC
- SEC number
- CRD 163613
Funds on its Form ADV
4 private funds, $806M in gross assets · filed Mar 2024
- Heritage Healthcare Innovation Fund III, L.P.Venture69 investors$417M
- Heritage Healthcare Innovation Fund II, L.P.Venture37 investors$334M
- Heritage Healthcare Innovation Fund, L.P.Venture25 investors$39M
- Heritage Group Monogram Holdings, L.P.Venture13 investors$16M
Exits from the portfolio
Companies it backed that were later bought or listed2 in all
IntralignBought by Pamplona Capital ManagementUndisclosedNov 2014
ONFocus HealthcareBought by MedeAnalyticsUndisclosedNov 2014
An exit counts when it came after the firm's first round in the company. From historical deal records.