BELHEALTH INVESTMENT PARTNERS, LLC
Adviser information for BELHEALTH INVESTMENT PARTNERS, LLC last updated from Form ADV on February 23rd, 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 | 6 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 2 | $310.0M |
| Non-Discretionary | 0 | $0 |
| Total | 2 | $310.0M |
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 | 2 | $310.0M |
| 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 | 801-80963 |
|---|---|
| SEC ERA File Number | 801-80963 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 162674 |
| Legal Entity Identifier | None |
Principal Office
401 E. LAS OLAS BLVD.SUITE 1400
FORT LAUDERDALE
FL
United States
Monday - Friday, 8AM-6PM
Tel: 954-636-3680, Fax: None
Chief Compliance Officer
JOSEPH WYNNE
CHIEF FINANCIAL AND ADMINISTRATIVE OFFICER
401 E. LAS OLAS BLVD.
SUITE 1400
FORT LAUDERDALE
FL
United States
Tel:
954-636-3680
J*****@************M
(Full email address available in API data)
Regulatory Contact
JAIMIE PAUL
HUMAN RESOURCES/COMPLIANCE MANAGER
401 E. LAS OLAS BLVD.
SUITE 1400
FORT LAUDERDALE
FL
United States
Tel:
954-636-3680
J****@************M
(Full email address available in API data)
Industry Affiliates
| BELHEALTH INVESMENT PARTNERS GP II, LLC | Sponsor, GP, manager of pooled investment vehicles |
| BELHEALTH INVESTMENT MANAGEMENT, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| BELHEALTH INVESTMENT FUND II, LP | Private Equity Fund | $219.7M | $5.0M | 49 |
| BELHEALTH INVESTMENT FUND, L.P. | Private Equity Fund | $90.3M | $2.5M | 33 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BLUE, HAROLD, STEVEN | Individual | – | MANAGING MEMBER | 03/2011 | 50-75% |
| WYNNE, JOSEPH, PATRICK | Individual | – | CHIEF FINANCIAL OFFICER AND CHIEF ADMINISTRATIVE OFFICER AND CHIEF COMPLIANCE OFFICER | 11/2014 | 10-25% |
| TALLUR, INDER, G | Individual | – | MANAGING DIRECTOR | 11/2014 | 10-25% |
| KP FAMILY BELHEALTH INVESTMENTS LLC | Domestic Entity | – | MEMBER | 10/2018 | 10-25% |
| SONALI & SCOTT INVESTMENT CASH FLOW MANAGEMENT LLC | Domestic Entity | KP FAMILY BELHEALTH INVESTMENTS LLC | MEMBER | 10/2018 | 25-50% |
| SHEETAL K PATEL INVESTMENT CASH FLOW MANAGEMENT LLC | Domestic Entity | KP FAMILY BELHEALTH INVESTMENTS LLC | MEMBER | 10/2018 | 25-50% |
| SHILEN AND PARITA INVESTMENT CASH FLOW MANAGEMENT LLC | Domestic Entity | KP FAMILY BELHEALTH INVESTMENTS LLC | MEMBER | 10/2018 | 25-50% |
| KIRAN PALLAVI INVESTMENTS LLC | Domestic Entity | KP FAMILY BELHEALTH INVESTMENTS LLC | MEMBER | 10/2018 | 25-50% |