Firms, funds, partners, companies and rounds from sworn filings, firm sites and announcements, kept as a graph with a date and a source on every edge. Facts, inferences and estimates are labelled as such. A fund target is never a close, GAV is never dry powder, and a round size is never an investor’s check.

Firms / Healthedge Investment Partners

Healthedge Investment Partners

Private equity with venture activity · probableTampa, FLhealthedgepartners.comSEC registered investment adviser

registered adviser; venture funds are 0% of 5 private funds

Importance
25
moderate
Active deployment
0
low
Emerging
0
low
Completeness
63
high
Freshness
100
high
Research priority
5
low
Identity and regulatory footprint
Headquarters
Tampa, FLadviserinfo.sec.gov
Office address
5550 W EXECUTIVE DRIVE, SUITE 230, Tampa, FL, 33609adviserinfo.sec.gov
Business phone
813-490-7100adviserinfo.sec.gov
SEC adviser type
registered investment adviseradviserinfo.sec.gov
SEC exemption claimed
unknown
Latest Form ADV
Mar 27, 2024
Private funds reported
5 (0 venture capital funds)adviserinfo.sec.gov
Private fund gross assets
$382Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Regulatory AUM
$382Mthe adviser's RAUM, a regulatory measure, never a fund size
Employees
9
business phone
813-490-7100adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
no observed deals yet
Stated (the firm’s website)
Sectors
healthcare, biotech, medtech, energy, space, edtech, logistics, industrial, gaming
Stages
growth
Geography
atlanta, bay area, chicago, global, miami, new york, pittsburgh, virginia
Check size
not stated; DFX does not estimate checks from round sizes
Self-described
family office
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Sectors: no observed deals yet
lead rate n/afollow-on rate n/anew logos, 12 months 0
Funds and vehicles
3 reported, 1 no longer reported
VehicleTypeVintageLifecycleReported GAVOwnersForm D soldLatest Form D
Healthedge Investment Fund III (parallel Fund), L.P.Feeder or parallel · ADV: Private Equity Fund2016 form d first saleHarvest$87.9M
Mar 27, 2024
58$108M
of $175M
Jul 10, 2017
Healthedge Investment Fund III, L.P.Fund · ADV: Private Equity Fund2016 form d first saleHarvest$29.3M
Mar 27, 2024
86$39.2M
of $175M
Jul 10, 2017
Healthedge Investment Fund II, L.P.Fund · ADV: Private Equity Fund2011 form d first saleHarvest$81.4M
Mar 27, 2024
75$47.3M
of $150M
Jan 2, 2013
Healthedge Investment Fund, L.P.Fund · ADV: Private Equity FundunknownWound down$0
Jun 15, 2017
60unknownunknown
GAV is the gross asset value the adviser reported on Form ADV for the vehicle, never the fund’s committed size and never dry powder. Form D sold is the amount sold as of the latest filing, never a final close.
Investment team
19 current, 0 departed
Cookies Settings
HealthEdge Investment Partners | All Rights Reserved 2026
Other
Matt Dawson
Member Manager, Chief Financial Officer, Chief Compliance Officer · since Jan 1, 2024
Platform and operations
Investments on record
0 edges, 0 companies, 0 partner-attributed
No investment on record yet. Edges arrive from the firm’s portfolio page, financing announcements, and Form D board seats.
Co-investors
0 relationships from shared deals, counted for the whole firm
No co-investor relationship yet: these are derived only from rounds and portfolio listings the graph has seen both investors on.
Limited partners
0 disclosed
No LP commitment on record. An LP edge needs a public disclosure with a quote: a pension report (see Limited partners for the plans read), a fund announcement naming the LP, or a Form ADV owner. The fund page carries the LP’s reported performance.
Timeline
9 dated events
  1. Mar 28, 2018
    Healthedge Investment Fund, L.P. no longer reported on Form ADV by Healthedge Investment Partners
  2. Mar 31, 2017
    Healthedge Investment Fund III (parallel Fund), L.P. first reported on Form ADV by Healthedge Investment Partners (Private Equity Fund), GAV $95,527,157
  3. Mar 31, 2017
    Healthedge Investment Fund III, L.P. first reported on Form ADV by Healthedge Investment Partners (Private Equity Fund), GAV $35,231,743
  4. Jan 1, 2015
    Jeffery Scott Thompson joined Schedule A of Healthedge Investment Partners as Manager
  5. Feb 1, 2014
    Matt Dawson joined Schedule A of Healthedge Investment Partners as Principal, Chief Financial Officer, Chief Compliance Officer
  6. Jan 1, 2014
    Scott Heberlein joined Schedule A of Healthedge Investment Partners as Partner
  7. Mar 31, 2012
    Healthedge Investment Partners first filed Form ADV (ERA)
  8. Mar 31, 2012
    Healthedge Investment Fund II, L.P. first reported on Form ADV by Healthedge Investment Partners (Private Equity Fund), GAV $3,400,000
  9. Mar 31, 2012
    Healthedge Investment Fund, L.P. first reported on Form ADV by Healthedge Investment Partners (Private Equity Fund), GAV $33,934,148
Classification history
  1. Sep 12, 2026
    Private equity with venture activity (probable, 75%, cls-1)
    registered adviser; venture funds are 0% of 5 private funds
Evidence
39 observations from 2 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
SEC adviser typeregistered_investment_adviserMar 27, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
First Form ADV filing2012-03-31Mar 27, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Adv history loadedadv-hist-1Sep 12, 2026FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Latest Form ADV filing2024-03-27Mar 27, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Venture share of reported funds0Mar 27, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Business phone813-490-7100Mar 27, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Employees9Mar 27, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
HeadquartersTampa, FLMar 27, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Office address5550 W EXECUTIVE DRIVE, SUITE 230, Tampa, FL, 33609Mar 27, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Self-described typefamily_office
We are presently investing capital from our fourth committed fund, over which we have full discretion, that is comprised of a diverse group of institution, high net worth, and family office investors.
Sep 17, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Portfolio pagehttps://healthedgepartners.com/portfolio/
0 entries read
Sep 17, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Private funds reported5Mar 27, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Private fund gross assets (reported)$382MMar 27, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Regulatory AUM (adviser, not fund size)$382MMar 27, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Stated geographyatlanta,bay area,chicago,global,miami,new york,pittsburgh,virginia
geography words on the home page
Sep 17, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated sectorshealthcare,biotech,medtech,energy,space,edtech,logistics,industrial,gaming
sector words on the home page
Sep 17, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated stagesgrowth
stage words on the home page
Sep 17, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Team pagehttps://healthedgepartners.com/team/
14 name/title pairs read
Sep 17, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Venture funds reported0Mar 27, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
WebsiteHTTPS://WWW.HEALTHEDGEPARTNERS.COMMar 27, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Site titleHealthEdge Partners – Investing in healthcare businesses
title tag
Sep 17, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)