BELHEALTH INVESTMENT PARTNERS, LLC

RIASEC RegisteredEst. 2015
Total AUM
$157M
Discretionary
$157M
100% of AUM
Avg account
$78.4M
Accounts
2
Employees
5
Advisory reps
3

Firm details

Headquarters
Fort Lauderdale, Florida
CRD number
162674
Registered since
February 9, 2015
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Belhealth Investment Partners, LLC is an SEC-registered private equity manager organized as a limited liability company and operating since 2015. The firm focuses on managing pooled investment vehicles and serves an institutional client base. It acts as sponsor/GP and managing member for those vehicles rather than operating as a separate capital allocator. Compensation comes from a combination of asset‑based fees and performance‑linked fees. Belhealth is not flagged as an active ESG investor and does not describe itself as a multi‑state or newly formed adviser.

Assets & Accounts

Investments & Alternatives

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

1 of 1
  • JOSEPH WYNNE

    Partner, Chief Financial Officer, Chief Compliance OfficerCRD 2650316

Contacts

2 of 2
  • HAROLD BLUE

    Founding PartnerCRD 4370323

  • INDER TALLUR

    PartnerCRD 2506312

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

Fort Lauderdale, FL

BROWARD

Location

Fort Lauderdale, FL

Headquartered in Fort Lauderdale, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
BROWARD
Address
515 E Las Olas Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth