ASSURED HEALTHCARE PARTNERS LLC

RIASEC RegisteredEst. 2023
Total AUM
$1.7B
Discretionary
$1.7B
100% of AUM
Avg account
$174M
Accounts
10
Employees
24
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
311479
Registered since
March 17, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Assured Healthcare Partners LLC is an SEC-registered private equity sponsor organized as an LLC that advises pooled investment vehicles for institutional clients. The firm serves as sponsor, general partner and managing member of its funds, operating under a fee model that combines a percentage of assets under management with performance-based fees. Its advisory work focuses on portfolio management for pooled vehicles rather than acting as a third‑party capital allocator. The firm is not an active ESG investor and is registered with the SEC in 2023.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • JAMES PIERI

    Managing Partner and Chief Investment OfficerCRD 4346320

  • RICHARD HORNE

    General Counsel & Chief Compliance OfficerCRD 7798224

Contacts

1 of 1
  • MATTHEW JAMESON

    Managing DirectorCRD 6909097

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
717 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth