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HEALTHCARE COMMUNITY SECURITIES CORPORATION

Advisory

Y·RENSSELAER, NY

Data as of Mar 25, 2026 · Source: SEC Form ADV

Total AUM

$5.1B

1-Year AUM Growth

+24.7%

3-Year CAGR

+3.6%

Employees

6

Assets Under Management

Total AUM$5.1B

Discretionary AUM$60M

Non-Discretionary AUM$5.0B

Discretionary %1.2%

Total Clients—

Team

Total Employees6

Investment Advisers11

Employee Growth (1Y)-42.9%

Filing History

Total Filings on Record61

First FilingNov 22, 2006

Latest FilingMar 25, 2026

🔒 Full AUM trend chart and 61 historical filings spanning 20+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on HEALTHCARE COMMUNITY SECURITIES CORPORATION

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.