HEALTHEDGE INVESTMENT PARTNERS
HEALTHEDGE INVESTMENT PARTNERS, LLC Legal Name
Adviser information for HEALTHEDGE INVESTMENT PARTNERS last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 9 |
|---|---|
| Investment Advisory/Research | 9 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 5 | $381.6M |
| Non-Discretionary | 0 | $0 |
| Total | 5 | $381.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 5 | $381.6M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-110763 |
|---|---|
| SEC ERA File Number | 801-110763 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 163421 |
| Legal Entity Identifier | None |
Principal Office
5550 W EXECUTIVE DRIVESUITE 230
TAMPA
FL
United States
Monday - Friday, 9:00-5:00
Tel: 813-490-7100, Fax: 813-490-7111
Chief Compliance Officer
MATT DAWSON
PARTNER, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER
5550 W EXECUTIVE DRIVE
SUITE 230
TAMPA
FL
United States
Tel:
813-490-7100
Fax:
813-490-7111
M***@*********************M
(Full email address available in API data)
Industry Affiliates
| HEALTHEDGE INVESTMENT MANAGEMENT II, LLC | Sponsor, GP, manager of pooled investment vehicles |
| HEALTHEDGE INVESTMENT MANAGEMENT III, LLC | Sponsor, GP, manager of pooled investment vehicles |
| HEALTHEDGE INVESTMENT MANAGEMENT IV, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| HEALTHEDGE INVESTMENT FUND II, L.P. | Private Equity Fund | $81.4M | $0.5M | 75 |
| HEALTHEDGE INVESTMENT FUND III (PARALLEL FUND), L.P. | Private Equity Fund | $87.9M | $0.5M | 58 |
| HEALTHEDGE INVESTMENT FUND III, L.P. | Private Equity Fund | $29.3M | $0.5M | 86 |
| HEALTHEDGE INVESTMENT FUND IV (PARALLEL FUND), L.P. | Private Equity Fund | $171.3M | $0.5M | 127 |
| HEALTHEDGE INVESTMENT FUND IV, L.P | Private Equity Fund | $11.8M | $0.5M | 23 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| DINGLE, PHILLIP, STEVEN | Individual | – | MANAGER, MEMBER | 12/2005 | 10-25% |
| ANDERSON, BRIAN, WILLIAM | Individual | – | MANAGER, MEMBER | 12/2005 | 10-25% |
| THOMPSON, JEFFERY, SCOTT | Individual | – | MANAGER, MEMBER | 01/2015 | 10-25% |
| DAWSON, MATT, JARVIS | Individual | – | MEMBER MANAGER, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | 01/2024 | 10-25% |
| HEBERLEIN, SCOTT, JAMES | Individual | – | MANAGER, MEMBER | 01/2019 | 10-25% |