HG CAPITAL MANAGEMENT, LLC
CRD #163613 SEC #801-120300 NASHVILLE, TN 615-665-8220
SEC Registered Private Funds
Total AUM
$1.1B
Discretionary
$1.1B
Employees
14
Clients
--
Accounts
6
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 24, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MCCLELLAN, DAVID, GRAY | I | PARTNER | NA | Control |
| MCCLELLAN, DAVID, GRAY | I | PARTNER | NA | Control |
| MCCLELLAN, DAVID, GRAY | I | PARTNER | NA | Control |
| MCCLELLAN, DAVID, GRAY | I | PARTNER | NA | Control |
| MCCLELLAN, DAVID, GRAY | I | PARTNER | NA | Control |
| MCCLELLAN, DAVID, GRAY | I | PARTNER | NA | Control |
| MCCLELLAN, DAVID, GRAY | I | PARTNER | NA | Control |
| MCCLELLAN, DAVID, GRAY | I | PARTNER | NA | Control |
| MORPHIS, ROCK, ANTHONY | I | PARTNER | NA | Control |
| MORPHIS, ROCK, ANTHONY | I | PARTNER | NA | Control |
| MORPHIS, ROCK, ANTHONY | I | PARTNER | NA | Control |
| MORPHIS, ROCK, ANTHONY | I | PARTNER | NA | Control |
| MORPHIS, ROCK, ANTHONY | I | PARTNER | NA | Control |
| MORPHIS, ROCK, ANTHONY | I | PARTNER | NA | Control |
| MORPHIS, ROCK, ANTHONY | I | PARTNER | NA | Control |
| MORPHIS, ROCK, ANTHONY | I | PARTNER | NA | Control |
| WALLACE, WILLIAM, PAUL | I | PARTNER | NA | Control |
| WALLACE, WILLIAM, PAUL | I | PARTNER | NA | Control |
| WALLACE, WILLIAM, PAUL | I | MANAGING DIRECTOR | NA | Control |
| WALLACE, WILLIAM, PAUL | I | MANAGING DIRECTOR | NA | Control |
| WALLACE, WILLIAM, PAUL | I | MANAGING DIRECTOR | NA | Control |
| WALLACE, WILLIAM, PAUL | I | MANAGING DIRECTOR | NA | Control |
| WALLACE, WILLIAM, PAUL | I | MANAGING DIRECTOR | NA | Control |
| WALLACE, WILLIAM, PAUL | I | MANAGING DIRECTOR | NA | Control |
| WALLACE, WILLIAM, PAUL | I | MANAGING DIRECTOR | NA | Control |
| WALLACE, WILLIAM, PAUL | I | MANAGING DIRECTOR | NA | Control |
| WALLACE, WILLIAM, PAUL | I | MANAGING DIRECTOR | NA | Control |
| WALLACE, WILLIAM, PAUL | I | MANAGING DIRECTOR | NA | Control |
| WALLACE, WILLIAM, PAUL | I | PARTNER | NA | Control |
| YOUNG, JASON, FREDERICK | I | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| YOUNG, JASON, FREDERICK | I | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| YOUNG, JASON, FREDERICK | I | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| YOUNG, JASON, FREDERICK | I | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| YOUNG, JASON, FREDERICK | I | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| YOUNG, JASON, FREDERICK | I | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| YOUNG, JASON, FREDERICK | I | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| YOUNG, JASON, FREDERICK | I | CHIEF FINANCIAL OFFICER | NA | Control |
| YOUNG, JASON, FREDERICK | I | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| YOUNG, JASON, FREDERICK | I | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| YOUNG, JASON, FREDERICK | I | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| HERITAGE GROUP HOLDINGS LLC | DE | HOLDING COMPANY | E | Control |
| HERITAGE GROUP HOLDINGS LLC | DE | HOLDING COMPANY | E | Control |
| HERITAGE GROUP HOLDINGS LLC | DE | HOLDING COMPANY | E | Control |
| HERITAGE GROUP HOLDINGS LLC | DE | HOLDING COMPANY | E | Control |
| HERITAGE GROUP HOLDINGS LLC | DE | HOLDING COMPANY | E | Control |
| HERITAGE GROUP LLC | DE | HOLDING COMPANY | E | Control |
| HERITAGE GROUP LLC | DE | HOLDING COMPANY | E | Control |
| HERITAGE GROUP LLC | DE | HOLDING COMPANY | E | Control |
| MCCLELLAN, DAVID, GRAY | I | PARTNER | D | Control |
| MCCLELLAN, DAVID, GRAY | I | MANAGING DIRECTOR | D | Control |
| MCCLELLAN, DAVID, GRAY | I | MANAGING DIRECTOR | D | Control |
| MCCLELLAN, DAVID, GRAY | I | MANAGING DIRECTOR | D | Control |
| MCCLELLAN, DAVID, GRAY | I | MANAGING DIRECTOR | D | Control |
| MCCLELLAN, DAVID, GRAY | I | MANAGING DIRECTOR | D | Control |
| MCCLELLAN, DAVID, GRAY | I | MANAGING DIRECTOR | D | Control |
| MCCLELLAN, DAVID, GRAY | I | MANAGING DIRECTOR | D | Control |
| MCCLELLAN, DAVID, GRAY | I | MANAGING DIRECTOR | D | Control |
| MCCLELLAN, DAVID, GRAY | I | MANAGING DIRECTOR | D | Control |
| MCCLELLAN, DAVID, GRAY | I | MANAGING DIRECTOR | D | Control |
| MCCLELLAN, DAVID, GRAY | I | PARTNER | D | Control |
| MORPHIS, ROCK, ANTHONY | I | PARTNER | D | Control |
| MORPHIS, ROCK, ANTHONY | I | MANAGING DIRECTOR | D | Control |
| MORPHIS, ROCK, ANTHONY | I | MANAGING DIRECTOR | D | Control |
| MORPHIS, ROCK, ANTHONY | I | MANAGING DIRECTOR | D | Control |
| MORPHIS, ROCK, ANTHONY | I | MANAGING DIRECTOR | D | Control |
| MORPHIS, ROCK, ANTHONY | I | MANAGING DIRECTOR | D | Control |
| MORPHIS, ROCK, ANTHONY | I | MANAGING DIRECTOR | D | Control |
| MORPHIS, ROCK, ANTHONY | I | MANAGING DIRECTOR | D | Control |
| MORPHIS, ROCK, ANTHONY | I | MANAGING DIRECTOR | D | Control |
| MORPHIS, ROCK, ANTHONY | I | MANAGING DIRECTOR | D | Control |
| MORPHIS, ROCK, ANTHONY | I | MANAGING DIRECTOR | D | Control |
| MORPHIS, ROCK, ANTHONY | I | PARTNER | D | Control |
| Bland, Jesse, Alexander | I | PARTNER - HG CAPITAL MANAGEMENT III, LLC | C | |
| Bland, Jesse, Alexander | I | PARTNER - HG CAPITAL MANAGEMENT IV, LLC | C | |
| GRZEBIEN, LAUREN, A. | I | PARTNER - HG CAPITAL MANAGEMENT III, LLC | C | |
| GRZEBIEN, LAUREN, A. | I | PARTNER - HG CAPITAL MANAGEMENT IV, LLC | C | |
| MORPHIS, ROCK, ANTHONY | I | PARTNER - HG CAPITAL MANAGEMENT III, LLC | C | |
| BUI, BRYAN, PHONG | I | PARTNER - HG CAPITAL MANAGEMENT IV, LLC | B | |
| BUI, BRYAN, PHONG | I | PARTNER - HG CAPITAL MANAGEMENT IV, LLC | B | |
| Bland, Jesse, Alexander | I | PARTNER - HG CAPITAL MANAGEMENT III, LLC | B | |
| Bland, Jesse, Alexander | I | PARTNER - HG CAPITAL MANAGEMENT III, LLC | B | |
| Bland, Jesse, Alexander | I | PARTNER - HG CAPITAL MANAGEMENT III, LLC | B | |
| Bland, Jesse, Alexander | I | PARTNER - HG CAPITAL MANAGEMENT III, LLC | B | |
| Bland, Jesse, Alexander | I | PARTNER - HG CAPITAL MANAGEMENT III, LLC | B | |
| Bland, Jesse, Alexander | I | PARTNER - HG CAPITAL MANAGEMENT III, LLC | B | |
| Bland, Jesse, Alexander | I | PARTNER - HG CAPITAL MANAGEMENT III, LLC | B | |
| Bland, Jesse, Alexander | I | PARTNER - HG CAPITAL MANAGEMENT IV, LLC | B | |
| GRZEBIEN, LAUREN, A. | I | PARTNER - HG CAPITAL MANAGEMENT III, LLC | B | |
| GRZEBIEN, LAUREN, A. | I | PARTNER - HG CAPITAL MANAGEMENT III, LLC | B | |
| GRZEBIEN, LAUREN, A. | I | PARTNER - HG CAPITAL MANAGEMENT III, LLC | B | |
| GRZEBIEN, LAUREN, A. | I | PARTNER - HG CAPITAL MANAGEMENT III, LLC | B | |
| GRZEBIEN, LAUREN, A. | I | PARTNER - HG CAPITAL MANAGEMENT III, LLC | B | |
| GRZEBIEN, LAUREN, A. | I | PARTNER - HG CAPITAL MANAGEMENT III, LLC | B | |
| GRZEBIEN, LAUREN, A. | I | PARTNER - HG CAPITAL MANAGEMENT III, LLC | B | |
| GRZEBIEN, LAUREN, A. | I | PARTNER - HG CAPITAL MANAGEMENT IV, LLC | B | |
| HUNTER, GRAHAM, LAMBERT | I | PARTNER - HG CAPITAL MANAGEMENT III, LLC | B | |
| HUNTER, GRAHAM, LAMBERT | I | PARTNER - HG CAPITAL MANAGEMENT III, LLC | B | |
| HUNTER, GRAHAM, LAMBERT | I | PARTNER - HG CAPITAL MANAGEMENT III, LLC | B | |
| HUNTER, GRAHAM, LAMBERT | I | PARTNER - HG CAPITAL MANAGEMENT III, LLC | B | |
| HUNTER, GRAHAM, LAMBERT | I | PARTNER - HG CAPITAL MANAGEMENT III, LLC | B | |
| HUNTER, GRAHAM, LAMBERT | I | PARTNER - HG CAPITAL MANAGEMENT III, LLC | B | |
| HUNTER, GRAHAM, LAMBERT | I | PARTNER - HG CAPITAL MANAGEMENT III, LLC | B | |
| HUNTER, GRAHAM, LAMBERT | I | PARTNER - HG CAPITAL MANAGEMENT IV, LLC | B | |
| MCCLELLAN, DAVID, GRAY | I | PARTNER - HG CAPITAL MANAGEMENT III, LLC | B | |
| MCCLELLAN, DAVID, GRAY | I | PARTNER - HG CAPITAL MANAGEMENT III, LLC | B | |
| MCCLELLAN, DAVID, GRAY | I | PARTNER - HG CAPITAL MANAGEMENT III, LLC | B | |
| MCCLELLAN, DAVID, GRAY | I | PARTNER - HG CAPITAL MANAGEMENT III, LLC | B | |
| MCCLELLAN, DAVID, GRAY | I | PARTNER - HG CAPITAL MANAGEMENT III, LLC | B | |
| MCCLELLAN, DAVID, GRAY | I | PARTNER - HG CAPITAL MANAGEMENT III, LLC | B | |
| MCCLELLAN, DAVID, GRAY | I | PARTNER - HG CAPITAL MANAGEMENT III, LLC | B | |
| MCCLELLAN, DAVID, GRAY | I | PARTNER - HG CAPITAL MANAGEMENT IV, LLC | B | |
| MCCLELLAN, DAVID, GRAY | I | PARTNER - HG CAPITAL MANAGEMENT III, LLC | B | |
| MORPHIS, ROCK, ANTHONY | I | PARTNER - HG CAPITAL MANAGEMENT III, LLC | B | |
| MORPHIS, ROCK, ANTHONY | I | PARTNER - HG CAPITAL MANAGEMENT III, LLC | B | |
| MORPHIS, ROCK, ANTHONY | I | PARTNER - HG CAPITAL MANAGEMENT III, LLC | B | |
| MORPHIS, ROCK, ANTHONY | I | PARTNER - HG CAPITAL MANAGEMENT III, LLC | B | |
| MORPHIS, ROCK, ANTHONY | I | PARTNER - HG CAPITAL MANAGEMENT III, LLC | B | |
| MORPHIS, ROCK, ANTHONY | I | PARTNER - HG CAPITAL MANAGEMENT III, LLC | B | |
| MORPHIS, ROCK, ANTHONY | I | PARTNER - HG CAPITAL MANAGEMENT III, LLC | B | |
| MORPHIS, ROCK, ANTHONY | I | PARTNER - HG CAPITAL MANAGEMENT IV, LLC | B | |
| MORPHIS, ROCK, ANTHONY | I | PARTNER - HG CAPITAL MANAGEMENT IV, LLC | B | |
| WALLACE, WILLIAM, PAUL | I | PARTNER - HG CAPITAL MANAGEMENT III, LLC | B | |
| MCCLELLAN, DAVID, GRAY | I | PARTNER - HG CAPITAL MANAGEMENT IV, LLC | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| MCCLELLAN, DAVID, GRAY | I | HERITAGE GROUP HOLDINGS LLC | D | Control |
| MCCLELLAN, DAVID, GRAY | I | HERITAGE GROUP HOLDINGS LLC | D | Control |
| MCCLELLAN, DAVID, GRAY | I | HERITAGE GROUP HOLDINGS LLC | D | Control |
| MCCLELLAN, DAVID, GRAY | I | HERITAGE GROUP HOLDINGS LLC | D | Control |
| MCCLELLAN, DAVID, GRAY | I | HERITAGE GROUP HOLDINGS LLC | D | Control |
| MCCLELLAN, DAVID, GRAY | I | HERITAGE GROUP LLC | D | Control |
| MORPHIS, ROCK, ANTHONY | I | HERITAGE GROUP HOLDINGS LLC | D | Control |
| MORPHIS, ROCK, ANTHONY | I | HERITAGE GROUP HOLDINGS LLC | D | Control |
| MORPHIS, ROCK, ANTHONY | I | HERITAGE GROUP HOLDINGS LLC | D | Control |
| MORPHIS, ROCK, ANTHONY | I | HERITAGE GROUP HOLDINGS LLC | D | Control |
| MORPHIS, ROCK, ANTHONY | I | HERITAGE GROUP HOLDINGS LLC | D | Control |
| MORPHIS, ROCK, ANTHONY | I | HERITAGE GROUP LLC | D | Control |
Registrations
Federal
IA
Nov 24, 2025 REGISTERED
Notice Filings (1)
TN
Address
10 BURTON HILLS BLVDSTE 250
NASHVILLE, TN 37215
United States
Phone: 615-665-8220