Healthedge Investment Partners, LLC
● SEC registered since 2017CRD 163421SEC# 801-110763Tampa, FL
Ranks #4,488 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$325.8M
Fund GAV
$325.8M
Private funds
5
Employees
9
Accounts
5
Location
Tampa, FL
Healthedge Investment Partners, LLC assets under management
Healthedge Investment Partners, LLC is an investment advisory firm registered with the SEC based in Tampa, FL. The firm has been registered since 2017. It reports $325.8 million in regulatory assets under management and employs 9 people. Healthedge Investment Partners, LLC manages 5 private funds with combined gross assets of $325.8 million, including Healthedge Investment Fund IV (parallel Fund), L.P. By regulatory assets, it ranks 4,488 of 6,004 private fund managers.
Healthedge Investment Partners, LLC private funds
5 funds · $325.8M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Healthedge Investment Fund IV (parallel Fund), L.P. | Private Equity | $188.8M | $500K |
| Healthedge Investment Fund III (parallel Fund), L.P. | Private Equity | $82.6M | $500K |
| Healthedge Investment Fund III, L.P. | Private Equity | $27.1M | $500K |
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Join to unlock · $37/moHealthedge Investment Partners, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian William Anderson Control | Manager, Member | 10-25% | 2005 |
| Jeffery Scott Thompson Control | Manager, Member | 10-25% | 2015 |
| Matt Jarvis Dawson Control | Member Manager, Chief Financial Officer, Chief Compliance Officer | 10-25% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Healthedge Investment Partners, LLC manage?
Healthedge Investment Partners, LLC reports $325.8 million in regulatory assets under management on its Form ADV.
How many private funds does Healthedge Investment Partners, LLC manage?
Healthedge Investment Partners, LLC manages 5 private funds with combined gross assets of $325.8 million.
How many employees does Healthedge Investment Partners, LLC have?
Healthedge Investment Partners, LLC reports 9 employees.
Where is Healthedge Investment Partners, LLC located?
Healthedge Investment Partners, LLC is based in Tampa, FL and has been SEC-registered since 2017.
Does Healthedge Investment Partners, LLC disclose fund performance?
Healthedge Investment Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5550 W Executive Drive, Suite 230, Tampa, FL 33609 |
| Phone | 813-490-7100 |
| Fax | 813-490-7111 |
| Office hours | 9:00-5:00 |
| SEC region | Miami Regional Office (MIRO) |
| Umbrella registration | Yes |
| Discloses disciplinary history | No |
Regulatory AUM
$325.8M▼ 1%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 60%
Larger than 40% of 16,271 advisers
AUM vs fund managersTop 75%
Larger than 25% of 6,004 private-fund managers
Number of fundsTop 40%
More funds than 60% of fund managers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$325.8Mregulatory AUM
Discretionary $325.8M
Service providers
Auditor
Administrator