Thaddeus Gilliam Portfolio
Invests via Verisail Partners, LLC | Managed by Thad Gilliam, Scott Voigt, Taylor Stanfill
Invests via Verisail Partners, LLC
Managed by Thad Gilliam, Scott Voigt, Taylor Stanfill
Automatically Tracked
Thaddeus Gilliam Profile
Veteran private equity and healthcare executive focused on growth-stage medical services and tech-enabled care. Thaddeus Gilliam combines operating experience in clinical services with buyout and growth-equity investing, leading deal sourcing, diligence and portfolio operations; he is known for scaling revenue-cycle, group-practice and ambulatory platforms and for board-level oversight of clinical integration and margin expansion.
Veteran private equity and healthcare executive focused on growth-stage medical services and tech-enabled care. Thaddeus Gilliam combines operating experience in clinical services with buyout and growth-equity investing, leading deal sourcing, diligence and portfolio operations; he is known for scaling revenue-cycle, group-practice and ambulatory platforms and for board-level oversight of clinical integration and margin expansion.
Investment Philosophy & Strategy
Combines operational healthcare expertise with growth-equity discipline, targeting scalable medical services and tech-enabled care platforms. Prefers control or influential minority stakes in revenue-cycle, ambulatory and group-practice businesses where clinical integration and margin expansion are achievable through hands-on portfolio operations. Emphasizes rigorous clinical and financial diligence, unit economics improvement, and buy-and-build roll-up strategies with a 3–7 year horizon. Risk management centers on regulatory-savvy underwriting, operational KPIs and board-level governance to drive predictable cashflow and exit optionality.
Combines operational healthcare expertise with growth-equity discipline, targeting scalable medical services and tech-enabled care platforms. Prefers control or influential minority stakes in revenue-cycle, ambulatory and group-practice businesses where clinical integration and margin expansion are achievable through hands-on portfolio operations. Emphasizes rigorous clinical and financial diligence, unit economics improvement, and buy-and-build roll-up strategies with a 3–7 year horizon. Risk management centers on regulatory-savvy underwriting, operational KPIs and board-level governance to drive predictable cashflow and exit optionality.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
0.74%
Gain
Monthly
0.04%
Yearly
0.48%
Drawdown
19.06%
$268.93M
Equity
Holdings
$268.93M
Investment
$221.79M
$48.72M
Profit -$1.31M
Realized
$1.58M
Unrealized
$47.14M
Dividends
$7.92M
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.31M
Win %
67%
This Week
Compared To Last Week
Gain
-0.19%
Profit
-$512,736.87
Win %
67%
This Month
Compared to last month
Gain
-0.14%
Profit
-$366,371.84
Win %
67%
This Year
Compared to last year
Gain
-0.31%
Profit
-$833,981.58
Win %
70%
CINF Cincinnati Financial Corporation
+2%
+$5,937.46 
PANW Palo Alto Networks, Inc.
+1.06%
+$2,253.75 
ABBV AbbVie Inc.
+0.75%
+$2,283.8 
AAPL Apple Inc.
+0.2%
+$1,729.64 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.1%
+$265.2 
DFCF Dimensional Core Fixed Income ETF
+0.06%
+$13,687.23 
DFGR Dimensional Global Real Estate ETF
+0.05%
+$13,056.05 
DFSB Dimensional Global Sustainability Fixed Income ETF
+0.03%
+$201.41 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.01%
+$2,117.12 
MAR Marriott International Inc. - Class A
-1.82%
-$57,405.92 
MSFT Microsoft Corp.
-1.49%
-$12,371.39 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.48%
-$254,975.25 
DFSV Dimensional US Small Cap Value ETF
-1.07%
-$6,991.68 
VOO Vanguard S&P 500 ETF
-0.87%
-$2,408.38 
IVV iShares Core S&P 500 ETF
-0.86%
-$3,920.1 
DFAU Dimensional US Core Equity Market ETF
-0.85%
-$21,571 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.77%
-$1,706.67 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.74%
-$720,543.97 
DFIC Dimensional International Core Equity Market ETF
-0.52%
-$249,071.36 
BRK-B Berkshire Hathaway Inc.
-0.42%
-$3,234.4 
WMT Walmart Inc.
-0.38%
-$2,131.8 
VOE Vanguard Mid-Cap Value ETF
-0.29%
-$636.61 
DFAR Dimensional US Real Estate ETF
-0.13%
-$313.18 
VTEB Vanguard Tax-Exempt Bond ETF
-0.12%
-$330.06 
DFGX Dimensional Global ex US Core Fixed Income Fund
-0.06%
-$13,528.29 
DFNM Dimensional National Municipal Bond ETF
-0.05%
-$1,081.62 Events
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Dividends
Dividend Analysis
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| Trades 145 | Longs Won 100/145 68% | Profit Factor 241.2 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.05M |
| Average Win $489,242.91 | Best Trade (Jul 15) $20.3M | Sharpe Ratio -134.3 |
| Average Loss -$4,507.41 | Worst Trade (Jul 15) -$66,557.4 | Z-Score 2.62 (99.12%) |
| Commissions $0 | Avg. Trade Length 9m 2w 5d | Expectancy $336,010.05 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 1.09% |
| Consecutive Losing Trades | 58,824 | 52,941 | 47,059 | 41,176 | 35,294 | 29,412 | 23,529 | 17,647 | 11,765 | 5,882 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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