Healthcor Management L.P
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Overview
Healthcor Management L.P is an advisory company located in New York, New York. The company manages $637.6 million in total assets across 13 accounts, making it one of the bigger investment advisory firms in the United States by assets under management (AUM). Healthcor Management L.P has a small team, including 2 financial advisors. Healthcor Management L.P is not a registered broker-dealer, meaning it cannot buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are defined as tradable financial investments like options, bonds and equities.
Healthcor Management L.P oversees most of the firm's client assets on a discretionary basis. Discretionary management means that a portfolio manager makes transaction judgments for the client's account without requiring client permission. The firm also has one non-discretionary accounts totaling $87.0 million in assets. The company's typical account size is $49.0 million. The average financial advisor at Healthcor Management L.P manages about seven client accounts, making it one of the more personalized firms in the country.
The firm's headquarters is located at 31 Hudson Yards, New York, New York 10001. Healthcor Management L.P is permitted to serve clients across 4 states, including Connecticut, Delaware, New York and South Carolina.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Healthcor Management L.P by the Numbers
$637.6 million
4
13
$49.0 million
Fee Structure
Financial management fees usually are based on which services the firm provides the client. Fee types charged by the company likely consist of some combination of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Healthcor Management L.P works with investment companies, pooled investment vehicles and sovereign wealth funds. Out of its 13 clients, Healthcor Management L.P's biggest client group by number of accounts is pooled investment vehicles. Around 36% of its accounts are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Healthcor Management L.P does not have any disclosures.
Please visit its Form ADV for more details.
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