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Primary Source · SEC.gov

HCC ReferWell Coinvest, LLC

Co-Investment Vehicle2026 vintage506(b), 3(c)(1)
Latest signalNew Form D filerForm D · 2026-10-15Last filing 2026-10-15

Raised

$2M

Investors

8

Min Invest

None stated

AltStreet Analysis

·

Generated from EDGAR primary sources

HCC ReferWell Coinvest, LLC is a Delaware-domiciled co-investment vehicle that filed a Form D for a pooled investment fund offering, reporting $1.6M raised from 8 investors under Rule 506(b) combined with the 3(c)(1) exclusion. The filing lists Health Catalyst Capital Management, LLC as the managing/director entity with Charles Boorady and Paula Semelmacher as executive officers; minimum investment and first sale date are not disclosed on the filing. No parent platform or related entity family has been matched in AltStreet's database at this time.

This filing follows a standard private fund structure for alternative investment co-invest vehicles, pairing the 506(b) exemption with the 3(c)(1) private fund exclusion (capping investors at 100) rather than the 506(c)/3(c)(7) combination more common for larger institutional vehicles. At $1.6M across 8 investors (an average check near $200K), this is a small, single-deal-sized co-investment rather than a broadly distributed fund.

Data Flags

firstSaleDateTotal amount sold ($1.6M) and investor count (8) indicate a completed or in-progress raise, yet first sale date is not disclosed — unlike typical pre-open filings where the absence of a first sale date pairs with zero amount raised.
relatedPersonsRelated person entry for Health Catalyst Capital Management, LLC is prefixed with 'N/A', suggesting a possible data entry artifact in the filing's director field.
exemptionFiling claims both 506(b) and 3(c)(1) exemptions simultaneously, a common pattern for privately placed funds restricting investor count and marketing.

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0002160100
Entity NameHCC ReferWell Coinvest, LLC
ExemptionRule 506(b), Section 3(c), Section 3(c)(1)
What the exemption meansRule 506(b) of Regulation D: securities may be sold to an unlimited number of accredited investors and up to 35 non-accredited investors who meet the rule's sophistication standard, without general solicitation or advertising. Section 3(c) of the Investment Company Act of 1940: the issuer is a pooled investment vehicle relying on an exclusion from registration as an investment company. Section 3(c)(1) of the Investment Company Act: the fund is excluded from investment-company registration because it has no more than 100 beneficial owners.
Entity TypeLimited Liability Company
Jurisdiction of OrganizationDelaware
Year Organized2026
Issuer Address515 Madison Avenue, 27th Floor, New York, NY 10022
Phone(212) 752-2225
Industry / Fund TypePooled Investment Fund · Venture Capital Fund
Investment Company ActExcluded under Section 3(c)(1) (100 beneficial owners or fewer)
Securities TypePooled Investment Fund
First Sale Date—
Filing DateOctober 15, 2026
Accession Number0002160100-26-000001
Total Offering AmountIndefinite
Total Amount Sold$1,611,894
Total Investors8
Non-Accredited InvestorsNone
Minimum Investment$0 (no stated minimum)
Offering DurationOne year or less
Sales Commissions$0
Finders' Fees$0
Proceeds to Related Persons$0
Revenue RangeDecline to Disclose
State (Issuer Address)NY
Amendment CountOriginal filing only
Signed ByCharles Boorady, Chief Executive Officer

Filings on Record

Every filing AltStreet's ledger holds for this CIK, newest first. Each opens the SEC archive folder.

DOctober 15, 2026

In the Terminal

Filing events

1

latest Oct 15, 2026

Critical / warning

0 / 0

0 watch · 1 info

Statements extracted

0

none on file

NAV prints

0

none on file

Offering chains

1

raising

Latest event New filer · Oct 15, 2026

SEC.gov
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Related Persons (Form D)

Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.

N/A Health Catalyst Capital Management, LLC

Director · New York, NY

Charles Boorady

Executive Officer · New York, NY

Paula Semelmacher

Executive Officer · New York, NY

Questions About HCC ReferWell Coinvest, LLC

Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.

What is HCC ReferWell Coinvest, LLC?

HCC ReferWell Coinvest, LLC is a Delaware limited liability company organized in 2026 that filed a Form D with the SEC on October 15, 2026 as a venture capital fund. The filing claims Rule 506(b), Section 3(c), Section 3(c)(1) for an offering of pooled investment fund interests.

Is HCC ReferWell Coinvest, LLC legit?

AltStreet does not rate legitimacy; it reports the public record. HCC ReferWell Coinvest, LLC filed a Form D with the SEC on October 15, 2026 claiming Rule 506(b), Section 3(c), Section 3(c)(1). A Form D is a notice of an exempt offering, not a review or approval of it. The newest notice reports $1,611,894 sold to 8 investors. AltStreet's enforcement record (SEC, FINRA and state actions) shows no action naming the issuer as of today. Before investing, confirm the filing on EDGAR, check the seller's registration on FINRA BrokerCheck, and read the offering documents, which a Form D does not include.

Is HCC ReferWell Coinvest, LLC registered with or approved by the SEC?

No. A Form D is a notice that an issuer is selling securities under an exemption from registration, and the SEC does not review, approve, or pass on the merits of the offering. The filing shows that HCC ReferWell Coinvest, LLC claimed Rule 506(b), Section 3(c), Section 3(c)(1) and disclosed the items the form requires, such as the amount sold, the minimum investment, related persons, and anyone paid to sell the securities. It does not verify the issuer's claims or its business.

How much has HCC ReferWell Coinvest, LLC raised?

HCC ReferWell Coinvest, LLC reported $1,611,894 sold from 8 investors in an offering of indefinite size as of the Form D filed October 15, 2026.

Who can invest in HCC ReferWell Coinvest, LLC?

The offering relies on Rule 506(b), which permits sales to accredited investors and to no more than 35 non-accredited investors who meet a sophistication standard, and prohibits general solicitation. Because the fund also relies on Section 3(c)(1), it may have no more than 100 beneficial owners. The filing reports no non-accredited investors. The filing lists the minimum investment as $0, meaning no minimum was stated.

What is the minimum investment in HCC ReferWell Coinvest, LLC?

The Form D lists the minimum investment as $0, which means the issuer did not state a minimum on the form. The offering documents, not the Form D, set the actual subscription terms.

Who is selling HCC ReferWell Coinvest, LLC and how are they paid?

The Form D names no recipient of sales compensation, which usually means the issuer or its affiliates are placing the securities directly. Sales commissions are reported as $0 and finders' fees as $0. Form D allows these to be estimates.

Who is behind HCC ReferWell Coinvest, LLC?

The Form D lists 3 related persons: Health Catalyst Capital Management, LLC, director (Sole Member of the Issuer); Charles Boorady, executive officer; Paula Semelmacher, executive officer. Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.

Where is HCC ReferWell Coinvest, LLC located?

The issuer's address on its SEC filings is 515 Madison Avenue, 27th Floor, New York, NY 10022. Its phone number of record is (212) 752 2225. It is organized under the laws of Delaware.

How long is the HCC ReferWell Coinvest, LLC offering open?

The issuer indicated that the offering is not intended to last more than one year. An issuer must amend its Form D annually while a continuing offering stays open, and no amendment is on record yet.

How large is HCC ReferWell Coinvest, LLC?

The issuer declined to disclose its revenue range on the Form D, which the form permits.

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Data Methodology

Capital raise figures, investor counts, and filing dates are sourced directly from SEC EDGAR Form D primary documents via the SEC EDGAR submissions API and full-text search index. EDGAR entity profiles and deal-level data are reviewed by AltStreet analysts with backgrounds in corporate finance and securities law — cross-referenced against offering circulars, audited financial statements, and primary regulatory filings before publication. Platform-provided information, where present, is clearly labeled and does not affect EDGAR data or AltStreet editorial coverage. Platforms may request factual corrections for demonstrable inaccuracies by contacting [email protected]. This page does not constitute investment advice.