9AT: PARKMAN HEALTHCARE PARTNERS LLC

other names

PARKMAN HEALTHCARE PARTNERS LLC

Adviser Profile

As of Date	03/27/2026
Registration	SEC, Approved, 03/15/2019
ADV Location	STAMFORD, CT, United States
Contact Info	(20 xxxxxxx
Websites

AUM^*	1,743,978,126 85%
of that, discretionary	1,743,978,126 85%
Private Fund GAV^*	728,194,727 55%
Avg Account Size	249,139,732 59%
SMA’s	No
Private Funds	4

Adviser Type

- Large advisory firm

Number of Employees 12 33%

of those in investment advisory functions 8 60%

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

SEC Fund Type	Count	GAV
Fund TypeHedge Fund	Count3	GAV$718,944,727
Fund TypePrivate Equity Fund	Count1	GAV$9,250,000

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 J.H. LANE PARTNERS, LP	Hedge Fund276.0m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV276.0m	AUM276.0m	#Funds5
Adviser SYCALE ADVISORS	Hedge Fund1.0b	Liquidity Fund-	Private Equity Fund37.2m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.1b	AUM473.1m	#Funds9
Adviser ROSENWALD CAPITAL MANAGEMENT, INC.	Hedge Fund158.3m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV158.3m	AUM248.1m	#Funds2
Adviser WHITEFORT CAPITAL MANAGEMENT, LP	Hedge Fund1.1b	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.1b	AUM1.1b	#Funds3
Adviser SUPERSTRING CAPITAL MANAGEMENT LP	Hedge Fund281.3m	Liquidity Fund-	Private Equity Fund34.4m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV315.7m	AUM339.5m	#Funds5
Adviser METAVASI CAPITAL LP	Hedge Fund419.7m	Liquidity Fund-	Private Equity Fund862.9k	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV420.6m	AUM420.6m	#Funds4
Adviser FORAGER CAPITAL MANAGEMENT, LLC	Hedge Fund340.2m	Liquidity Fund-	Private Equity Fund12.7m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund25.0m	Total Private Fund GAV377.9m	AUM352.9m	#Funds4
Adviser TAH MANAGEMENT, LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM165.8m	#Funds-
Adviser VALENCE8	Hedge Fund1.4b	Liquidity Fund-	Private Equity Fund363.8m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.7b	AUM1.9b	#Funds22
Adviser OXFORD GATE MANAGEMENT, LLC	Hedge Fund90.9m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV90.9m	AUM90.9m	#Funds3

Stock Ticker	Stock Name	$ Position	% Position	$ Change	# Change
Stck Ticker863667101	Stock NameSTRYKER CORPORATION	$ Position$50,856,203	% Position5.00%	$ Change37.00%	# Change47.00%
Stck Ticker483497103	Stock NameKALVISTA PHARMACEUTICALS INC	$ Position$36,948,736	% Position4.00%	$ Change29.00%	# Change4.00%
Stck Ticker252131107	Stock NameDEXCOM INC	$ Position$43,320,822	% Position4.00%	$ Change11.00%	# Change17.00%
Stck Ticker532457108	Stock NameELI LILLY & CO	$ Position$31,838,758	% Position3.00%	$ Change	# Change
Stck Ticker101137107	Stock NameBOSTON SCIENTIFIC CORP	$ Position$28,160,192	% Position3.00%	$ Change-41.00%	# Change-10.00%
Stck Ticker03969F109	Stock NameARCUS BIOSCIENCES INC	$ Position$26,077,118	% Position3.00%	$ Change13.00%	# Change25.00%
Stck Ticker45784P101	Stock NameINSULET CORP	$ Position$32,852,760	% Position3.00%	$ Change-18.00%	# Change11.00%
Stck TickerG5509L101	Stock NameLIVANOVA PLC	$ Position$25,676,015	% Position3.00%	$ Change2.00%	# Change-2.00%
Stck Ticker69366J200	Stock NamePTC THERAPEUTICS INC	$ Position$29,388,829	% Position3.00%	$ Change142.00%	# Change169.00%
Stck Ticker98420N105	Stock NameXENON PHARMACEUTICALS INC	$ Position$28,902,585	% Position3.00%	$ Change318.00%	# Change222.00%

Brochure Summary

Overview

A. Parkman Healthcare Partners LLC (the “Adviser” or “Parkman”) was formed in November 2018 as a Delaware limited liability company and has its principal place of business in Stamford, Connecticut. The principal owner of Parkman is Greg Martinez (the “Principal”), who has the overall responsibility for the day-to-day supervision and management of Parkman’s business. Parkman acts as the investment manager for: (i) a sponsored master-feeder structure (the “Fund”), a sponsored special purpose vehicle (the “SPV”); and (iii) sub-advised accounts (each a “Managed Account”, which, collectively with the Fund and SPV, are referred to as the “Clients”)).1 The Fund and SPV are for sophisticated, qualified investors (“Investors”). B. Parkman pursues its investment strategy through managing its Clients. Parkman has discretion with respect to investment decisions made for the Clients. The Adviser provides its services to the Clients as described in the Client’s confidential offering memorandum and governing documents or applicable investment management agreement. Parkman’s investment strategy aims to protect and grow capital by taking long and short positions in a portfolio that consists primarily of a broad range of global equities, focusing on the healthcare sector. Parkman uses a fundamental bottom-up analysis to identify what it considers to be undervalued investments and to capture fundamental valuation

disparities. C. While each of its Clients follow the general strategy mentioned above, the Adviser may tailor the specific advisory services with respect to the individual needs of such Clients pursuant to the agreed upon terms described in the applicable governing documents, including but not limited to an investment management agreement (referred to collectively as “Offering Documents”). Each advisory agreement was separately negotiated and designed to suit the needs of the respective Client and its respective investment guidelines. Such advisory agreements may impose restrictions on Parkman’s ability to invest in certain securities or types of securities. Additional portfolio restrictions may also include exposure limits, concentration limits, industry and sector limits, geographical limits and liquidity limits. D. The Adviser will not participate in wrap fee programs. E. As of December 31, 2023, the Adviser managed $942,517,802 in regulatory assets under management on a discretionary basis. Parkman does not manage any advisory client assets on a non-discretionary basis. 1 As a registered investment adviser, the Adviser owes a fiduciary duty to all of its clients. In 2006, the decision by the Court of Appeals for the D.C. Circuit in Goldstein v. SEC, 451 F.3d 873 (D.C. Cir. June 23, 2006), with respect to private funds, clarified that the “client” of an investment adviser to a private fund is the fund itself and not an investor in the fund.

PARKMAN HEALTHCARE PARTNERS LLC

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