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CRD 162674
FORT LAUDERDALE, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| BELHEALTH INVESTMENT FUND II, LP | Private Equity Fund | $220M | Apr 1, 2024 | 49 | Feb 4, 2015 | reported | 021-230194 |
| BELHEALTH INVESTMENT FUND, L.P. | Private Equity Fund | $90.3M | Apr 1, 2024 | 33 | Mar 21, 2012 | reported | 021-1517340 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BLUE, HAROLD, STEVEN | MANAGING MEMBER | D | yes | 03/2011 | Feb 4, 2015 | Apr 1, 2024 |
| KIRAN PALLAVI INVESTMENTS LLC | Member | C | no | 10/2018 | Mar 28, 2019 | Apr 1, 2024 |
| KP FAMILY BELHEALTH INVESTMENTS LLC | Member | B | no | 10/2018 | Mar 28, 2019 | Apr 1, 2024 |
| SHEETAL K PATEL INVESTMENT CASH FLOW MANAGEMENT LLC | Member | C | no | 10/2018 | Mar 28, 2019 | Apr 1, 2024 |
| SHILEN AND PARITA INVESTMENT CASH FLOW MANAGEMENT LLC | Member | C | no | 10/2018 | Mar 28, 2019 | Apr 1, 2024 |
| SONALI & SCOTT INVESTMENT CASH FLOW MANAGEMENT LLC | Member | C | no | 10/2018 | Mar 28, 2019 | Apr 1, 2024 |
| TALLUR, INDER, G | MANAGING DIRECTOR | B | no | 11/2014 | Mar 30, 2016 | Apr 1, 2024 |
| WYNNE, JOSEPH, PATRICK | CHIEF FINANCIAL OFFICER AND CHIEF ADMINISTRATIVE OFFICER AND CHIEF COMPLIANCE OFFICER | B | no | 11/2014 | Feb 4, 2015 | Apr 1, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| BELHEALTH INVESMENT PARTNERS GP II, LLC | n/a | n/a | n/a | N | yes | n/a |
| BELHEALTH INVESTMENT MANAGEMENT, LLC | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 16, 2026 | $157M | $157M | 5 | 3 | 0 | 2 | n/a |
| 2024 | Mar 27, 2025 | $212M | $212M | 5 | 4 | 0 | 2 | n/a |
| 2023 | Feb 23, 2024 | $310M | $310M | 6 | 5 | 0 | 2 | $310M |
| 2022 | Mar 30, 2023 | $337M | $337M | 5 | 4 | 0 | 2 | $337M |
| 2021 | Mar 16, 2022 | $341M | $341M | 7 | 5 | 0 | 2 | $341M |
| 2020 | Mar 26, 2021 | $555M | $555M | 7 | 5 | 0 | 2 | $557M |
| 2019 | Mar 24, 2020 | $533M | $533M | 12 | 9 | 0 | 2 | $533M |
| 2018 | Mar 28, 2019 | $464M | $464M | 18 | 15 | 0 | 2 | $314M |
| 2017 | Mar 28, 2018 | $440M | $440M | 14 | 10 | 1 | 2 | $197M |
| 2016 | Mar 29, 2017 | $478M | $478M | 14 | 9 | n/a | 2 | $178M |
| 2015 | Mar 30, 2016 | $536M | $536M | 11 | 8 | n/a | 2 | $186M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $157M | $212M | -26.2% | $337M | -22.5% | 5 | 5 | 0 | 0 |