HEALTHEDGE INVESTMENT PARTNERS
Firm details
- Headquarters
- TAMPA, Florida
- CRD number
- 163421
- Registered since
- July 10, 2017
- Website
- www.healthedgepartners.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 5SCOTT HEBERLEIN
PartnerCRD 6776514
PHILLIP DINGLE
Managing PartnerCRD 6049713
BRIAN ANDERSON
Managing PartnerCRD 2533521
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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