# Heritage Group: portfolio, investments and team > Heritage Group is a vc firm based in United States. 9 investments on record, latest Oct 2013. Portfolio, stages, co-investors and team. Source: https://millionrounds.com/fund/heritage-group-2 (Millionrounds; every figure on the page links to its filing or article) United States · [Investor](https://millionrounds.com/investors) # Heritage Group Filed with the SEC to raise a fund in Apr 2025, closing $344M. Last cheque observed Oct 2013. Email Quiet New fund $344M, Apr 2025 VC firm Pre-seed Seed Series A Healthtech Well-being Wellness Follow Heritage Group and see its new cheques in your feed. [Start following](https://millionrounds.com/login?join=1&why=follow&next=%2Ffund%2Fheritage-group-2) Cheques on record **0%** of best year **0** **cheques in 12 months**, 9 on record Since the last cheque **4764** days **00** hrs **00** min **00** sec Median round **$4.5M** Rounds led **0 of 9** Sole investor **3 rounds** Exits **2 from the portfolio** Mostly in **United States, 100%** Pitch Heritage Group ## 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-seed Seed Series A Series B Growth - **Sectors:** Healthtech Well-being Wellness - **Based in:** Nashville, United States - **Cold pitches:** Not stated ## The record Every round we can evidence, newest first **9 appearances** - **2013** 7 rounds - **Oct** **[Conversio Health](https://millionrounds.com/company/conversio-health)** US · finsmes.com **Undisclosed** Sole investor - **Sept** **[Sharecare](https://millionrounds.com/company/sharecare)** Growth · US · finsmes.com **Undisclosed** Sole investor - **Sept** **[Simplee](https://millionrounds.com/company/simplee)** Series B · US · techcrunch.com **$10M** With 3 others - **Aug** **[Woofound](https://millionrounds.com/company/woofound)** Venture · US · techcrunch.com **$2.0M** With 5 others - **May** **[Vivify Health](https://millionrounds.com/company/vivify-health)** US · finsmes.com **Undisclosed** With 1 other - **Mar** **[Aviacode](https://millionrounds.com/company/aviacode)** Venture · US · businesswire.com **$13M** Sole investor - **Feb** **[Intralign](https://millionrounds.com/company/intralign)** US · finsmes.com **Undisclosed** With 1 other - **2010** 2 rounds - **Nov** **[Shareable Ink](https://millionrounds.com/company/shareable-ink)** Series A · US · finsmes.com **$4.5M** With 2 others - **Apr** **[ONFocus Healthcare](https://millionrounds.com/company/onfocus-healthcare)** Series B · US · onfocushealthcare.com **$3.0M** With 9 others 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 registration **8 named** BB **Bryan Bui** Managing Director of the General Partner. i Filing they signed DG **David Gray Mcclellan** Vice President of the General Partner i Filing they signed GL **Graham Lambert Hunter** Managing Director of the General Partner. i Filing they signed JF **Jason Frederick Young** Chief Financial Officer and Chief Compliance Officer i Form ADV JA **Jesse Alexander Bland** Managing Director of the General Partner. i Filing they signed LA **Lauren A. Grzebien** Partner - Hg Capital Management III, LLC i Form ADV LB **Lauren Brueggen** Managing Director of the General Partner. i Filing they signed RA **Rock Anthony Morphis** Vice President of the General Partner i Filing 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 **$1.2B** assets it manages Oct 2026 **Registered** investment adviser full 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. *Venture* 69 investors $417M - Heritage Healthcare Innovation Fund II, L.P. *Venture* 37 investors $334M - Heritage Healthcare Innovation Fund, L.P. *Venture* 25 investors $39M - Heritage Group Monogram Holdings, L.P. *Venture* 13 investors $16M ## Exits from the portfolio Companies it backed that were later bought or listed **2 in all** **[Intralign](https://millionrounds.com/company/intralign)** Bought by [Pamplona Capital Management](https://millionrounds.com/fund/pamplona-capital-management) **Undisclosed** Nov 2014 **[ONFocus Healthcare](https://millionrounds.com/company/onfocus-healthcare)** Bought by MedeAnalytics **Undisclosed** Nov 2014 An exit counts when it came after the firm's first round in the company. From historical deal records. New fund on file **$344M** raised in Apr 2025 From its SEC filing, not a journalist: a firm that has just raised has money to deploy. ## The cheque Pre-seed Seed Series A Median round joined **$4.5M** the round, not its cheque Alone, median **$13M** Led 0 of 9 rounds **0%** - **Sole investor:** 3 rounds - **Last cheque:** Oct 2013 - **Exits:** 2 from the portfolio Rounds by stage said on their site - Series B said *2* - Venture *2* - Growth said *1* - Series A said *1* - Pre-seed said *-* - Seed said *-* Cheques by year Led Joined 2010 2013 Often in the room with - [Nashville Capital Network](https://millionrounds.com/fund/nashville-capital-network) 2 **Pitching Heritage Group?** Put them on your fundraising board with this record on the card, and follow them to hear when they write a new cheque. Add to your CRM *→* ## Who they invest alongside The investors most often in the same rounds as Heritage Group. A count of rooms they were both in, not a relationship either has claimed. [**Nashville Capital Network** Angel network **2** rounds together](https://millionrounds.com/fund/nashville-capital-network) ## Quick answers about Heritage Group ### 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. ### How active is Heritage Group? 9 investments on record, 0 of them in the last 12 months. The most recent was in Oct 2013. ### How big are Heritage Group's cheques? The median round it joins is $4.5M. ### Does Heritage Group lead rounds? Rarely, if at all: none of its 9 investments on record names it as the lead. ### Where does Heritage Group invest? Most of the companies it backs are in the United States (100%). ### Is Heritage Group investing now? No investments in the last 12 months; the latest was in Oct 2013. ### Who does Heritage Group invest alongside? Most often Nashville Capital Network (2 rounds together). ### What kind of investor is Heritage Group? Heritage Group is a VC firm based in Nashville, United States. ## Raising now? Find the investors who back rounds like yours, and keep every conversation on one fundraising board. Find similar investorsOpen your CRM Built from the rounds we watched, its filings and its own website, refreshed every night. [How we count](https://millionrounds.com/methodology) · [Report a correction](https://millionrounds.com/corrections?slug=heritage-group-2) · [Is this your firm? Claim it](https://millionrounds.com/claim?org=heritage-group-2)