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HEALTHCARE ROYALTY MANAGEMENT, LLC
CRD 169355File 801-79416
APPROVED
Custody
Filing as of Aug 17, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$3.78B
Top 25% of cohort (national)
Discretionary AUM
$3.29B
Non-discretionary $484.2M
Clients
13
13 accounts
Employees
23
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Apr 2, 2014
- Principal office
- 30 HUDSON YARDS, 76TH FLOOR, NEW YORK, NY, 10001
- Phone
- 646-630-7750
- Website
- https://www.hcrx.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.78B
- Discretionary AUM
- $3.29B
- Non-discretionary AUM
- $484.2M
- Discretionary accounts
- 10
- Non-discretionary accounts
- 3
- Total accounts
- 13
- AUM per client
- $290.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | 2 | $251.3M |
| Pooled investment vehicles | 11 | $3.53B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — CARRIED INTEREST
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 10 | 13 | increased by3 |
| Apr 1, 2026 | AUM | $3,332,512,906 | $3,777,710,132 | increased by$445,197,226 |
| Apr 1, 2026 | Accounts | 10 | 13 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 19 | 23 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,705,233,570 | $3,332,512,906 | decreased by$372,720,664 |
| Apr 1, 2022 | Employees | 21 | 19 | decreased by2 |
| Apr 1, 2022 | Clients | 13 | 10 | decreased by3 |
| Apr 1, 2022 | AUM | $4,082,345,702 | $3,705,233,570 | decreased by$377,112,132 |
| Apr 1, 2022 | Accounts | 13 | 10 | decreased by3 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “HEALTHCARE ROYALTY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HEALTHCARE ROYALTY” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.