Havencrest Capital Management, LLC (“Adviser”, “Firm”, or “Havencrest”) is a Delaware limited liability company, with its principal place of business based in Dallas, Texas, together (where context permits) with its affiliated general partners of the Funds (as defined below) and other affiliates that provide advisory services to and/or receive advisory fees from the Funds. Such affiliates are currently and would typically be under common control with Havencrest and possess substantially similar personnel and/or equity owners. These affiliates have been, and may in the future, be formed for tax, regulatory or other purposes in connection with the organization of the Funds (as defined below). Havencrest Capital Management, LLC was formed in 2017 and is principally owned by Dr. Christopher Kersey. Havencrest serves as the investment manager and provides investment advisory services on a discretionary basis to privately offered pooled investment vehicles, Havencrest Healthcare Partners, L.P. and Havencrest Healthcare Partners II, L.P. (each a “Fund” or “Client” and collectively the “Funds” or “Clients”), both Delaware limited partnerships. Havencrest Healthcare Partners GP, LLC and Havencrest Healthcare Partners II GP, LLC, respectively, serve as general partners of the Funds. The Adviser provides investment supervisory services to the Funds, which are exempt from registration under the Investment Company Act of 1940, as amended (the “IC Act”) and whose securities are not registered under the Securities Act of 1933, as amended (the “Securities Act”). The investment advisory services provided to the Clients are based on the particular investment objectives and strategies described in the Funds’ confidential offering memorandum, limited partnership agreement and other governing documents (collectively referred to as “Offering Documents”). The Funds make primarily long-term private equity and equity-related investments to generate superior risk-adjusted returns through investing in lower middle-market healthcare companies based

in North America. The Adviser’s advisory services to the Funds consist of investment advice and other management and administrative services, including investigating, structuring, and negotiating the Funds’ potential investments, monitoring the performance of Portfolio Companies, and advising the Funds as to disposition opportunities. Havencrest’s investment management and advisory services to the Funds are provided pursuant to the terms of the Offering Documents and investors in the Funds cannot obtain services tailored to their individual specific needs. The Adviser provides investment supervisory services to each Fund in accordance with the limited partnership agreement (or analogous organizational document) of such Fund or separate investment and advisory, investment management or portfolio management agreements (each, an “Advisory Agreement”). Services are provided to the Funds in accordance with the Advisory Agreements with the Funds and/or organizational documents of the applicable Fund. Investment restrictions for the Funds, if any, are generally established in the organizational or offering documents of the applicable Fund, Advisory Agreements and/or side letter agreements negotiated with investors in the applicable Fund (the organizational and offering documents, Advisory Agreements and side letters referred to herein as a Fund’s “Governing Documents”). Additionally, from time to time and as permitted by the relevant Organizational Documents, the Adviser in its sole discretion, may (but is not obligated to) offer co-investment opportunities (including the opportunity to participate in co-invest vehicles) to certain investors or other persons, including other sponsors, market participants, finders, consultants and other service providers, the Adviser’s personnel and/or certain other persons associated with the Adviser and/or its Affiliates. The Adviser does not participate in wrap fee programs. The Adviser manages approximately $500,768,664 of client assets as of December 31, 2023, on a discretionary basis. Havencrest does not manage any client’s assets on a non-discretionary basis.