other names
{{ Info.Overview }}
Revenue {{ Info.Revenue | formatUSD }}
Headquarters {{ Info.Headquarters }}

Adviser Profile

As of Date 03/08/2024
Adviser Type - Large advisory firm
Number of Employees 16 6.67%
of those in investment advisory functions 13 8.33%
Registration SEC, Approved, 2/24/2012
AUM* 1,181,620,599 9.15%
of that, discretionary 1,181,620,599 9.15%
Private Fund GAV* 1,198,019,247 -1.49%
Avg Account Size 98,468,383 18.25%
SMA’s No
Private Funds 12 1
Contact Info (38 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
1B 928M 773M 619M 464M 309M 155M
2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count12 GAV$1,198,019,247

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser PRINCETON FUND ADVISORS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund19.1m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV19.1m AUM929.6m #Funds3
Adviser ALDRICH CAPITAL PARTNERS LLC Hedge Fund- Liquidity Fund- Private Equity Fund920.3m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV920.3m AUM1.2b #Funds14
Adviser CASTLE CREEK ADVISORS IV LLC Hedge Fund- Liquidity Fund- Private Equity Fund774.6m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV774.6m AUM978.7m #Funds6
Adviser CORE INDUSTRIAL PARTNERS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund2.0b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV2.0b AUM2.0b #Funds8
Adviser MCDONALD PARTNERS LLC Hedge Fund- Liquidity Fund- Private Equity Fund17.6m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV17.6m AUM1.1b #Funds7
Adviser OVERBROOK MANAGEMENT CORPORATION Hedge Fund893.8k Liquidity Fund- Private Equity Fund418.4k Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV1.3m AUM1.2b #Funds2
Adviser ALLY BRIDGE GROUP (PE) LLC Hedge Fund- Liquidity Fund- Private Equity Fund953.8m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV953.8m AUM1.1b #Funds6
Adviser 1315 CAPITAL Hedge Fund- Liquidity Fund- Private Equity Fund1.1b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV1.1b AUM1.1b #Funds8
Adviser CORDOBA ADVISORY PARTNERS LLC Hedge Fund- Liquidity Fund- Private Equity Fund3.5m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund6.0m Total Private Fund GAV9.5m AUM1.5b #Funds2
Adviser VINE INVESTMENT ADVISORS, LP Hedge Fund- Liquidity Fund- Private Equity Fund928.4m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV928.4m AUM928.4m #Funds8

Brochure Summary

Overview

EHMC is a Delaware limited liability company and a registered investment adviser that provides advisory services to a portfolio of private equity funds and special purpose vehicles (collectively the “Funds”). EHMC is led by Malcolm Kostuchenko, Matthew Thompson and Samarth Chandra. EHMC is a thematic, mission oriented lower middle market private equity firm that seeks to build successful and innovative companies that create a positive change in the U.S. healthcare system. The firm provides equity capital for recapitalizations, and growth investments to companies across three healthcare sectors: provider-based services, healthcare IT, and pharma services. As of December 31, 2023, EHMC had discretionary assets under management of $1,181,620,599. EHMC focuses primarily on healthcare services companies that do not require extensive capital expenditures and generate strong free cash flow. The Funds are often the first round of institutional equity investment in their portfolio companies, providing capital to smaller family or founder owned-and-operated businesses that require the capital and experience of an institutional investor to maximize their growth potential and transform their businesses into market leaders. EHMC believes that the healthcare industry offers attractive investment opportunities that are well suited to EHMC’s investment strategy due to the industry’s size, growth prospects, non-cyclical nature, high degree of fragmentation and attractive long-term demographic trends. The Funds make control investments in, or minority investments where it will have significant influence over the governance and strategic direction of, healthcare companies that generate typically less than $100 million in annual revenues. The Funds traditionally have invested on average between $10 million to $75 million in each portfolio company. In addition to the Funds’ buy and build investment strategy, the Funds may also make growth equity investments (where the Fund seeks to grow a portfolio company primarily by means
of cash investment). EHMC will also selectively consider other types of equity-oriented transactions, including situations where EHMC has a resource. Typically, our Funds seek liquidity for each investment within 5 years of initial investment. Nature of Our Asset Management Clients EHMC generally provides investment management and administrative services to the Funds, which are U.S. investment LPs and special purpose vehicles organized as LLCs that are not registered or required to be registered under the U.S. Investment Company Act of 1940 (the “Investment Company Act”). The securities of the Funds are not, and are not required to be, registered under the U.S. Securities Act of 1933 (the “Securities Act”). Investors in the Funds participate in the overall investment program for the applicable Fund but may be excused from a particular investment due to legal, regulatory or other agreed-upon circumstances pursuant to the relevant Fund’s LP or LLC agreement. The Funds or their general partners have entered into side letters or other similar agreements with certain investors that have the effect of establishing rights (including economic or other terms) under, or altering or supplementing, the terms of the relevant Fund’s LP or LLC agreement with respect to such investors. Additionally, from time to time and as permitted by the relevant Funds’ LP or LLC agreements, EHMC expects to provide (or agree to provide) co-investment opportunities (including the opportunity to participate in co-invest vehicles) to certain investors or other persons, including other sponsors, market participants, consultants and other service providers, EHMC’s personnel and/or certain other persons associated with EHMC and/or its affiliates (e.g., a vehicle formed by EHMC to co-invest alongside a particular Fund’s transactions). Such co-investments typically involve investment and disposal of interests in the applicable portfolio company at the same time and on the same terms as the Fund making the investment.