Pfm Health Sciences, Lp
- Regulatory AUM
- $1.3B
- Discretionary
- $1.3B
- Clients
- 7
- Avg AUM / client
- $181M
- Accounts
- 7
- Employees
- 17
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Investments (13F portfolio — 79 positions, $1,096,740,595)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Tenet Healthcare Corp | COM NEW | $75,213,579 | 398,567 | 6.86% | 5.94% |
| 2 | United Therapeutics Corp Del | COM | $69,618,817 | 117,405 | 6.35% | 5.5% |
| 3 | Eli Lilly & Co | COM | $60,485,915 | 65,762 | 5.52% | 4.77% |
| 4 | Spdr Series Trust | STATE STREET SPD | $58,155,469 | 455,300 | 5.3% | 4.59% |
| 5 | Penumbra Inc | COM | $45,899,230 | 139,779 | 4.19% | 3.62% |
| 6 | Axsome Therapeutics Inc. | COM | $44,672,662 | 264,304 | 4.07% | 3.53% |
| 7 | Ascendis Pharma A/S | SPONSORED ADR | $39,898,289 | 174,434 | 3.64% | 3.15% |
| 8 | Select Sector Spdr Tr | STATE STREET HEA | $35,025,129 | 238,900 | 3.19% | 2.76% |
| 9 | Jazz Pharmaceuticals Plc | SHS USD | $33,678,123 | 178,144 | 3.07% | 2.66% |
| 10 | Neurocrine Biosciences Inc | COM | $28,413,420 | 215,678 | 2.59% | 2.24% |
| 11 | Glaukos Corp | COM | $23,220,647 | 215,685 | 2.12% | 1.83% |
| 12 | Centessa Pharmaceuticals Plc | SPONSORED ADS | $20,981,057 | 528,224 | 1.91% | 1.66% |
| 13 | Inhibrx Biosciences Inc | COM | $20,534,126 | 305,431 | 1.87% | 1.62% |
| 14 | Edwards Lifesciences Corp | COM | $20,381,161 | 254,510 | 1.86% | 1.61% |
| 15 | Bridgebio Pharma Inc | COM | $19,140,292 | 257,747 | 1.75% | 1.51% |
| 16 | Madrigal Pharmaceuticals Inc | COM | $17,874,407 | 34,146 | 1.63% | 1.41% |
| 17 | Indivior Pharmaceuticals Inc | COM | $17,515,820 | 574,666 | 1.6% | 1.38% |
| 18 | Ascendis Pharma A/S | NOTE 2.250% 4/0 | $16,920,979 | 11,505,000 | 1.54% | 1.34% |
| 19 | Unitedhealth Group Inc | COM | $15,704,502 | 58,038 | 1.43% | 1.24% |
| 20 | Dianthus Therapeutics Inc | COM | $14,445,737 | 172,137 | 1.32% | 1.14% |
| 21 | Abbott Laboratories | COM | $14,418,153 | 140,432 | 1.31% | 1.14% |
| 22 | Revolution Medicines Inc | COM | $13,689,883 | 140,770 | 1.25% | 1.08% |
| 23 | Acadia Healthcare Company In | COM | $13,630,406 | 582,745 | 1.24% | 1.08% |
| 24 | Neogenomics Inc | COM NEW | $13,241,376 | 1,784,552 | 1.21% | 1.05% |
| 25 | Cooper Cos Inc | COM | $12,142,774 | 169,829 | 1.11% | 0.96% |
Top 25 of 79 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 7 | $1.3B | 100.0% |
Private funds (6)
Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $2.4B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Pfm Healthcare Master Fund, L.P. master | Hedge Fund | Cayman Islands | $2.2B | 425 |
| Pfm Biotech Opportunities Lp | Private Equity Fund | Delaware | $109M | 73 |
| Pfm Healthcare Growth Equity Fund I, Lp | Private Equity Fund | Delaware | $56.4M | 46 |
| Partner Investments, L.P. | Hedge Fund | Delaware | $24.2M | 70 |
| Pfm Songbird, Lp | Private Equity Fund | Delaware | $3.7M | 10 |
| Pfm Meta, Lp | Private Equity Fund | Delaware | $3.7M | 10 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Grossman, Brian, David | Limited Partner, Portfolio Manager | Feb 2008 (19y) | 75% or more | |
| Mooney, Darren, William | Chief Compliance Officer | May 2023 (3y) | Less than 5% | |
| Aljoe, Jonathan, Jude | Chief Financial Officer | Jun 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Pfm Health Sciences Gp Llc | General Partner | Oct 2020 | A | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (6, $2.4B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Pfm Healthcare Master Fund, L.P. | Hedge Fund | $2.2B | $0 | 425 |
| Pfm Biotech Opportunities Lp | Private Equity Fund | $109M | $5.0M | 73 |
| Pfm Healthcare Growth Equity Fund I, Lp | Private Equity Fund | $56.4M | $5.0M | 46 |
| Partner Investments, L.P. | Hedge Fund | $24.2M | $10.0K | 70 |
| Pfm Songbird, Lp | Private Equity Fund | $3.7M | $10.0K | 10 |
| Pfm Meta, Lp | Private Equity Fund | $3.7M | $10.0K | 10 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 2.36 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗