Healthedge Investment Partners
Candidate, based in Tampa, Florida, reporting $124M of fund assets on its funds' Form ADV filings.
Composed from this organization's classification, location and filed figures.
11 additional team members, 1 additional investment, fund or LP, 5 events, 1 verified contact (1 firm phone)
Every relationship, signal and contact on this record, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Nothing material in the last 180 days.
People to know
View all people- PartnerWhy: Partner: part of the investment decisionNo route on file yet
- Manager, MemberWhy: Named with investment responsibilityNo route on file yet
- Manager, MemberWhy: Named with investment responsibilityNo route on file yet
Relationship network
19 connected entities1 observed roundrounds 2012
From financing rounds and every investor named in them, Form ADV and Form D filings, the firm's funds and team, and disclosed LP commitments in the venture capital graph. A round's amount is the size of the round, not money that moved between two investors.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the rounds and sources behind it. Line weight is rounds together; dashed lines are inferred.
- Company
- Fund or vehicle
- Person
›How strength and recency are read
Co-investors are read from the rounds: three or more shared rounds is a strong observed relationship, two a repeat co-investor, one a single round. Funds and people are structural. Nothing is scored that a reader cannot check.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
How am I connected?
Name your firm, a company or a person, and DFX finds the published routes to Healthedge Investment Partners: a shared portfolio company or board, a prior employer, a co-investor, a shared LP or service provider. Every step is a filed or published record with its source; none is a guess about who knows whom.
See how you connect to Healthedge Investment Partners
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Investing
1 company on record, 0 new in 12 months
Investments on record
What these amounts mean“This investor” is the amount disclosed for this investor alone; it is unknown unless a source said it. The round size is the whole round.Acquired, Public, Exited and Active are what the firm’s own portfolio card says, read on the date shown when you hover the chip; they are not deal dates. A company with no chip is one whose card states no outcome: DFX does not assume it is active.| Company | Round | Role | Partner | Round size | This investor | Date | Source |
|---|---|---|---|---|---|---|---|
| SOS Brands, Inc. | Form D equity offering | unknown · board | Brian William Anderson (strongly supported) | $600,111 form d sold | unknown | Oct 22, 2012 | Inference Form D |
Stated thesis versus observed behaviour
- 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
Team
17 current, 0 departed
Decision makers
- Matt Dawson · PartnerWhy this person: Partner: part of the investment decision; Named with investment responsibility
Ranked by the role the firm or its filing states, a route on file and deals led. Every reason is read from the record, never inferred. Routes are published by the person or the firm (their bio, the team page or a filing) and are revealed on a plan; data bought from a provider is never shown, and a route printed at a firm the person has since left is held back.
Investment team
How the team is orderedPartners who lead rounds first (rounds led, then deals attributed, then seniority), then the rest of the investment team, then investor relations, finance and operations. A person named by two sources under two spellings is shown once.- Manager, Member · 1 deal attributed
- Manager, Member
- Partner
Contacts
1 firm phone on record, each with its source. Values open with the complete profile.
Funds and LPs
3 vehicles, 0 LPs disclosed
Funds and vehicles
What these amounts meanGAV 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.| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| Healthedge Investment Fund III (parallel Fund), L.P. | Feeder or parallel · ADV: Private Equity Fund | 2016 form d first sale | Harvest | $82.6M Mar 31, 2026 | 58 | $108M of $175M | Jul 10, 2017 |
| Healthedge Investment Fund III, L.P. | Fund · ADV: Private Equity Fund | 2016 form d first sale | Harvest | $27.1M Mar 31, 2026 | 86 | $39.2M of $175M | Jul 10, 2017 |
| Healthedge Investment Fund II, L.P. | Fund · ADV: Private Equity Fund | 2011 form d first sale | Harvest | $14.3M Mar 31, 2026 | 75 | $47.3M of $150M | Jan 2, 2013 |
Limited partners
Known LPs and allocators
What these amounts and dates areEach commitment is counted once across the pension tape and the allocator graph. A commitment date prints only when the source printed one; otherwise the row carries the report date. A foundation’s 990-PF line is a holding at fair value, never a commitment. Rows without a fund on the venture graph are commitments to this manager.Relationships across DFX
0 co-investors · on 4 other DFX graphs
Co-investors
Across DFX and the capital chainon 4 other DFX graphs ShowHide
- Sponsor-market profile (matched by same CRD)
- The same institution is held on Independent Sponsors, Private Equity, RIA and Wealth, Private Credit, matched by identifier. See which records
Healthedge Investment Partners is the same institution as 4 records in Independent Sponsors, Private Equity, RIA and Wealth and Private Credit.
DFX found 4 relationships across 4 datasets
Which record it is in each graph, what it is called there, and how the two were matched.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Checking your plan…
Evidence and history
10 dated events, 52 observations from 3 sources
Timeline
- seen on or beforeSep 24, 2026Healthedge Investment Partners: PE_WITH_VENTURE_ACTIVITY -> CANDIDATE_VC (no sworn venture fact yet (name or round mention only))Classification changedClassificationInference
- Mar 28, 2018Healthedge Investment Fund, L.P. no longer reported on Form ADV by Healthedge Investment Partners
- Mar 31, 2017Healthedge Investment Fund III, L.P. first reported on Form ADV by Healthedge Investment Partners (Private Equity Fund), GAV $35,231,743
- Mar 31, 2017Healthedge Investment Fund III (parallel Fund), L.P. first reported on Form ADV by Healthedge Investment Partners (Private Equity Fund), GAV $95,527,157Fund first reported on Form ADVFundsFactHealthedge Investment Fund III (parallel Fund), L.P.Form ADV
- Jan 1, 2015Jeffery Scott Thompson joined Schedule A of Healthedge Investment Partners as Manager
Identity and regulatory footprint
Address, phone, Form ADV filing and ownersForm ADV filed Mar 31, 2026 · 5 private fundsShowHide
- Headquarters
- Tampa, FLadviserinfo.sec.gov
- Office address
- unknownadviserinfo.sec.gov
- Business phone
- unknownadviserinfo.sec.gov
- Website
- HEALTHEDGEPARTNERS.COM
- SEC adviser type
- Registered investment adviseradviserinfo.sec.gov
- SEC exemption claimed
- unknown
- Latest Form ADV
- Mar 31, 2026
- Private funds reported
- 5 (0 venture capital funds)adviserinfo.sec.gov
- Private fund gross assets, adviser total
- $326Madviserinfo.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
Classification history
Classification history
Every classification this record has carried2 on recordShowHide
- Sep 24, 2026Candidate (candidate, 50%)No sworn venture fact yet (name or round mention only)
- Sep 12, 2026Private equity with venture activity (probable, 75%)Registered adviser; venture funds are 0% of 5 private funds
Evidence
Every observation behind this profile, with its source, date and class
| Fact | Value | Effective | Class | Source |
|---|---|---|---|---|
| SEC adviser type | Registered investment adviser | Mar 31, 2026 | Fact | Form ADV |
| SEC adviser type | Registered investment adviser | Mar 27, 2024 | Fact | Form ADV |
| First Form ADV filing | 2012-03-31 | Mar 31, 2026 | Fact | Form ADV |
| First Form ADV filing | 2012-03-31 | Mar 27, 2024 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-30 | Oct 1, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-29 | Sep 30, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-25 | Sep 26, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-23 | Sep 24, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-21 | Sep 23, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-22 | Sep 23, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1 | Sep 12, 2026 | Fact | Form ADV |
| Latest Form ADV filing | 2026-03-31 | Mar 31, 2026 | Fact | Form ADV |
| Latest Form ADV filing | 2024-03-27 | Mar 27, 2024 | Fact | Form ADV |
| Venture share of reported funds | 0 | Mar 31, 2026 | Fact | Form ADV |
| Venture share of reported funds | 0 | Mar 27, 2024 | Fact | Form ADV |
| Business phone | Mar 27, 2024 | Fact | Form ADV | |
| Employees | 9 | Mar 27, 2024 | Fact | Form ADV |
| Headquarters | Tampa, FL | Mar 27, 2024 | Fact | Form ADV |
| Office address | Mar 27, 2024 | Fact | Form ADV | |
| Self-described type | Family office | Sep 17, 2026 | Fact | |
| Portfolio page | Sep 17, 2026 | Fact | ||
| Private funds reported | 5 | Mar 31, 2026 | Fact | Form ADV |
| Private funds reported | 5 | Mar 27, 2024 | Fact | Form ADV |
| Private fund gross assets (reported) | $326M | Mar 31, 2026 | Fact | Form ADV |
| Private fund gross assets (reported) | $382M | Mar 27, 2024 | Fact | Form ADV |
| Regulatory AUM (adviser, not fund size) | $382M | Mar 27, 2024 | Fact | Form ADV |
| Stated geography | Atlanta, bay area, chicago, global, miami, new york, pittsburgh, virginia “geography words on the home page” | Sep 17, 2026 | Fact | |
| Stated sectors | Healthcare, biotech, medtech, energy, space, edtech, logistics, industrial, gaming “sector words on the home page” | Sep 17, 2026 | Fact | |
| Stated stages | growth “stage words on the home page” | Sep 17, 2026 | Fact | |
| Team page | Sep 17, 2026 | Fact | ||
| Venture funds reported | 0 | Mar 31, 2026 | Fact | Form ADV |
| Venture funds reported | 0 | Mar 27, 2024 | Fact | Form ADV |
| Website | Mar 27, 2024 | Fact | Form ADV | |
| Site title | Sep 17, 2026 | Fact |
How this is scored
Scores, classification basis and filing advisersCandidate, candidateShowHide
No sworn venture fact yet (name or round mention only)
- importance
- gav: 0 · funds: 0 · people: 0.44 · investments: 0 · scale basis: Venture-typed funds only (Candidate): 0 funds, $0M of $124M reported · co investors: 0
- active deployment
- investments 12m: 0 · fund raising 18m: 0 · people joined 12m: 0 · vintage within 3y: 0 · latest investment at: not scored
- emerging manager
- fund count: 4 · reported gav: $124M · first adv filing: 2012-03-31 · years since first filing: 14.5
Fits, record history and connections
scored matches for this investor, every identity change, every edge
Record history
- Organization classification changed2026-09-24
- Adviser's first ADV filing2012-03-31source on record
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.