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| Healthedge Investment Partners LLC
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|---|---|
| CRD # | 163421 |
| SEC # | 801-110763 |
| CIK # | |
| AUM | 325.8 M (2026-03-31) |
| Employees | 9 (100% Investors, 0% Brokers) |
| Phone | 813-490-7100 |
| Address | 5550 W Executive Drive Tampa, FL 33609 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Healthedge Investment Fund IV LP | [2022-03-31] | 9.1 M | 13.0 M |
| Offered $185,200,000 · Filed 2023-01-05 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining $176,065,000 · Duration More than one year · Commission $500,000 · Revenue Decline to Disclose | ||||
| PE | Healthedge Investment Fund IV Parallel Fund LP | [2022-03-31] | 150.1 M | 188.8 M |
| Offered $185,200,000 · Filed 2023-01-05 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining $35,075,000 · Duration More than one year · Commission $500,000 · Revenue Decline to Disclose | ||||
| PE | Healthedge Investment Fund III LP | [2017-03-31] | 39.2 M | 27.1 M |
| Offered $175,000,000 · Filed 2017-07-10 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $25,000 · Remaining $135,800,000 · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Healthedge Investment Fund III Parallel Fund LP | [2017-03-31] | 108.2 M | 82.6 M |
| Offered $175,000,000 · Filed 2017-07-10 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $500,000 · Remaining $66,800,000 · Duration More than one year · Commission $915,000 · Revenue Decline to Disclose | ||||
| PE | Healthedge Investment Fund II LP | [2012-03-31] | 47.3 M | 14.3 M |
| Offered $150,000,000 · Filed 2013-01-02 (D/A) · Exemption 506 · Minimum $250,000 · Remaining $102,675,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Healthedge Investment Fund LP | 2012-03-31 | ||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| 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 | 325.8 |
| (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 | 325.8 |
| By Discretionary | ||
| Discretionary | 5 | 325.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5 | 325.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 325.8 | |
| Total | 5 | 325.8 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Brian Anderson | Director, Executive Officer | 57 | 4 | |
| Phillip Dingle | Director, Executive Officer | 8 | 2 | |
| Scott Heberlein | Director | 3 | 2 | |
| Jeffery Thompson | Director | 4 | 1 | |
| Jefferey Thompson | Director | 2 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Fund Types | Private Equity |
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