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| Healthedge Investment Partners LLC
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|
|
|---|---|
| CRD # | 163421 |
| SEC # | 801-110763 |
| CIK # | |
| AUM | $371.3 MM (2023-03-31) |
| Employees | 9 (89% Investors, 0% Brokers) |
| Phone | 813-490-7100 |
| Address | 5550 W Executive Drive Tampa, FL 33609 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | Healthedge Investment Fund IV LP | [2022-03-31] | 9.1 | 8.2 |
| PE | Healthedge Investment Fund IV Parallel Fund LP | [2022-03-31] | 150.1 | 150.1 |
| PE | Healthedge Investment Fund III LP | [2017-03-31] | 39.2 | 28.7 |
| PE | Healthedge Investment Fund III Parallel Fund LP | [2017-03-31] | 108.2 | 86.2 |
| PE | Healthedge Investment Fund II LP | [2012-03-31] | 47.3 | 98.1 |
| PE | Healthedge Investment Fund LP | 2012-03-31 | 0.0 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 5 | 371.3 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5 | 371.3 |
| By Discretionary | ||
| Discretionary | 5 | 371.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5 | 371.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 371.3 | |
| Total | 5 | 371.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Brian Anderson | 54 | ||
| Phillip Dingle | 8 | ||
| Scott Heberlein | 3 | ||
| Jeffery Thompson | 4 | ||
| Jefferey Thompson | 2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Blue LIKE an Orange Capital US LLC
✚
|
DC | 0.4 |
|
TRP Capital Advisors LLC
✚
|
MI | 0.4 |
|
Wave Equity Partners LLC
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|
MA | 0.4 |
|
Park Cities Advisors LLC
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|
TX | 0.4 |
|
Tilia Holdings LLC
✚
|
IL | 0.4 |
|
Level 5 Capital Partners LLC
✚
|
GA | 0.4 |
|
Parallaxes Capital Management LLC
✚
|
NY | 0.4 |
|
Rizvi Traverse Management LLC
✚
|
FL | 0.4 |
|
Bruckmann Rosser Sherrill & Co Management LP
✚
|
NY | 0.4 |
|
Edgewater Capital Management LLC
✚
|
OH | 0.4 |