Hg Capital Management

Private Equity SEC-registered adviser

Legal name: Hg Capital Management, LLC

Nashville, TN Website LinkedIn

AUM

$1.2B
Regulatory AUM

Private funds

6
Private Equity 6

Private fund assets

$1.2B
Gross asset value

Employees

14

Last Form D raise

Dec 2022
Most recent fund filing

From SEC Form ADV filing (filed Mar 25, 2026). View on SEC

People(2)

Owners and executive officers named on the firm's SEC Form ADV.

D
David McClellan
Partner
Source: SEC Form ADV
R
Rock Morphis
Partner
Source: SEC Form ADV

Funds(6)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Heritage Group Monogram Holdings, LPPrivate Equity$16.9M$10.1M13Dec 2022Cold
Heritage Healthcare Innovation Fund III, LPPrivate Equity$490.2M$306.7M54Dec 2020Cold
Heritage Healthcare Innovation Fund II, LPPrivate Equity$288.5M$100.0M8May 2015Cold
Heritage Healthcare Innovation Fund, LPPrivate Equity$19.4M$131.0M18Jan 2012Cold
Heritage Healthcare Innovation Fund IV, LPPrivate Equity$382.0M———
Nwi Heritage Aggregator, LLCPrivate Equity$14.1M———

Board seats(2)

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

Wellvana Health
Other Health CareNashville, TNDirector: Rock Morphis
$161.2M raised
Since Mar 2023
SEC Form D
Vivify Health
Other TechnologyPlano, TXDirector: David McClellan
$13.0M raised
Since May 2014
SEC Form D

Regulatory identifiers

CRD number
163613
SEC file number
801-120300

Sources