HEALTHEDGE INVESTMENT PARTNERS

RIASEC RegisteredEst. 2017
Total AUM
$326M
Discretionary
$326M
100% of AUM
Avg account
$65.2M
Accounts
5
Employees
9
Advisory reps
5

Firm details

Headquarters
TAMPA, Florida
CRD number
163421
Registered since
July 10, 2017
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Healthedge Investment Partners is a privately held limited liability company that operates as a private equity fund adviser and sponsor. Registered with the SEC in 2017, the firm focuses on portfolio management for pooled investment vehicles and commonly serves institutional clients. It functions as a sponsor, general partner and managing member for its pooled vehicles rather than acting as a broad capital allocator. The firm charges a combination of a percentage-of-AUM fee and performance-based fees and does not identify as an active ESG investor. Healthedge’s activity centers on managing closed, pooled private equity structures where it takes an active GP role. That positioning implies hands-on fund management and sponsor responsibilities—sourcing deals, structuring vehicles and running oversight—rather than acting solely as an intermediary allocator to external strategies.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 5
  • SCOTT HEBERLEIN

    PartnerCRD 6776514

  • PHILLIP DINGLE

    Managing PartnerCRD 6049713

  • BRIAN ANDERSON

    Managing PartnerCRD 2533521

Unlock 2 more contacts

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

TAMPA, FL

HILLSBOROUGH

Location

TAMPA, FL

Headquartered in TAMPA, FL, in the South of the United States.

Region
South
County
HILLSBOROUGH
Address
5550 W Executive Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth