Fundraising Fox

Heritage Group

Venture capital

Nashville · Seed–Late Stage · 35 people tracked

Also known as Heritage Group Monogram Holdings · HG CAPITAL MANAGEMENT, LLC

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Investment thesis

Heritage Group invests in and partners with high-growth healthcare companies building solutions to healthcare's greatest challenges. Its differentiated model is anchored by strategic partnerships with leading healthcare organizations that participate actively across the investment process and add significant value to portfolio companies. Founded by healthcare entrepreneurs and operators, the firm draws on decades of experience building, financing, and partnering with leading healthcare businesses to serve as a trusted partner to management teams. It also collaborates with Meharry Medical College through the Meharry-Heritage Fellowship to advance health equity and support underrepresented entrepreneurs and minority-owned businesses.

Source: firm website, verified Aug 25, 2026.

Stage
Seed–Late Stage
Check
$15M
HQ
Nashville, Tennessee, US
Instruments
Equity
Founded
1986
AUM
$1.2B

Team · 35 people

from the firm's website & public directories
Drew Harmata· Vice President
Alex Essig· Senior Associate
Bert Zimmerli· Advisory Board
Casey Santos· Advisory Board
Charlene Frizzera· Advisory Board (In Memoriam)
Derek Chao, MD· Advisory Board
Florence Chassaignac· Director of Operations
Gabe Roberts· Advisory Board
Ginger Riser· Staff Accountant
Greg Sheff· Advisory Board
Jerry Knutson· Advisory Board
Joe Sowell· Advisory Board
Jonathan Low· Meharry-Heritage Fellow
Kelsey Lantrip· Executive Coordinator
Ken Melkus· Advisory Board
Liz Fowler· Advisory Board
Logan Othmer· Associate
Mona Siddiqui· Advisory Board
Ryan Mooney· Advisory Board
Shanice Cheatham· Meharry-Heritage Fellow
Steve Blumenfield· Advisory Board
Taneisha Gillyard Cheairs, Ph.D.· Meharry-Heritage Fellow
Tim Hingtgen· Advisory Board
Travis Messina· Advisory Board

Frequently asked questions

What stage does Heritage Group invest at?
Heritage Group invests at the Seed, Series A, Series B, Series C, Growth, Late Stage stages.
What is Heritage Group's typical check size?
Heritage Group typically writes checks of $15M.
What sectors does Heritage Group focus on?
Heritage Group focuses on Digital Health, Healthtech.
Where is Heritage Group located?
Heritage Group is headquartered in Nashville, US.

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