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HEALTHEDGE INVESTMENT PARTNERS, LLC, CRD 163421
TAMPA, 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 |
|---|---|---|---|---|---|---|---|
| HEALTHEDGE INVESTMENT FUND IV (PARALLEL FUND), L.P. | Private Equity Fund | $171M | Mar 27, 2024 | 127 | Mar 31, 2022 | reported | 021-428027 |
| HEALTHEDGE INVESTMENT FUND III (PARALLEL FUND), L.P. | Private Equity Fund | $87.9M | Mar 27, 2024 | 58 | Mar 31, 2017 | reported | 021-266230 |
| HEALTHEDGE INVESTMENT FUND II, L.P. | Private Equity Fund | $81.4M | Mar 27, 2024 | 75 | Mar 31, 2012 | reported | 021-171018 |
| HEALTHEDGE INVESTMENT FUND III, L.P. | Private Equity Fund | $29.3M | Mar 27, 2024 | 86 | Mar 31, 2017 | reported | 021-266227 |
| HEALTHEDGE INVESTMENT FUND IV, L.P | Private Equity Fund | $11.8M | Mar 27, 2024 | 23 | Mar 31, 2022 | reported | 021-428024 |
| HEALTHEDGE INVESTMENT FUND, L.P. | Private Equity Fund | $0 | Jun 15, 2017 | 60 | Mar 31, 2012 | dropped | 021-84262 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ANDERSON, BRIAN, WILLIAM | MANAGER, MEMBER | B | yes | 12/2005 | Jun 6, 2017 | Mar 27, 2024 |
| DAWSON, MATT, JARVIS | MEMBER MANAGER, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | B | yes | 01/2024 | Jun 6, 2017 | Mar 27, 2024 |
| DINGLE, PHILLIP, STEVEN | MANAGER, MEMBER | B | yes | 12/2005 | Jun 6, 2017 | Mar 27, 2024 |
| HEBERLEIN, SCOTT, JAMES | MANAGER, MEMBER | B | yes | 01/2019 | Jun 6, 2017 | Mar 27, 2024 |
| THOMPSON, JEFFERY, SCOTT | MANAGER, MEMBER | B | yes | 01/2015 | Jun 6, 2017 | Mar 27, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| HEALTHEDGE INVESTMENT MANAGEMENT II, LLC | n/a | n/a | n/a | N | yes | n/a |
| HEALTHEDGE INVESTMENT MANAGEMENT III, LLC | n/a | n/a | n/a | N | yes | n/a |
| HEALTHEDGE INVESTMENT MANAGEMENT IV, LLC | n/a | n/a | n/a | Y | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $326M | $326M | 9 | 9 | 2 | 5 | n/a |
| 2024 | Mar 31, 2025 | $329M | $329M | 9 | 9 | 2 | 5 | n/a |
| 2023 | Mar 27, 2024 | $382M | $382M | 9 | 9 | 2 | 5 | $382M |
| 2022 | Mar 31, 2023 | $371M | $371M | 9 | 8 | 2 | 5 | $371M |
| 2021 | Mar 31, 2022 | $359M | $359M | 9 | 9 | 1 | 5 | $359M |
| 2020 | Mar 31, 2021 | $340M | $340M | 9 | 9 | 1 | 3 | $340M |
| 2019 | Mar 30, 2020 | $290M | $290M | 8 | 4 | 1 | 3 | $290M |
| 2018 | Mar 29, 2019 | $273M | $273M | 9 | 4 | 1 | 3 | $273M |
| 2017 | Mar 28, 2018 | $278M | $278M | 9 | 4 | 1 | 3 | $278M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $326M | $329M | -0.9% | $371M | -4.3% | 9 | 9 | 2 | 2 |