RIA Intelโ€บAdvisersโ€บHEALTHCOR PARTNERS MANAGEMENT, L.P.

HEALTHCOR PARTNERS MANAGEMENT, L.P.

Advisory

Nยท

Data as of May 5, 2026 ยท Source: SEC Form ADV

Total AUM
$214M
1-Year AUM Growth
+34.0%
3-Year CAGR
-12.4%
Employees
2
Assets Under Management
Total AUM$214M
Discretionary AUM$214M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients3
Team
Total Employees2
Investment Advisers3
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record23
First FilingFeb 15, 2012
Latest FilingMay 5, 2026
๐Ÿ”’ Full AUM trend chart and 23 historical filings spanning 14+ years
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Registration
Statusโ€”
Registration Dateโ€”
SEC RegisteredYes
Exempt ReportingNo
โšก Succession Risk Score

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

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๐Ÿ“Š Peer Benchmarking

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

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๐Ÿ‘ฅ Owners & Officers

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

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๐Ÿฆ Client Demographics

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

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