{ "crd_number": 311479, "slug": "assured-healthcare-partners-llc-new-york-ny-311479", "primary_business_name": "ASSURED HEALTHCARE PARTNERS LLC", "legal_name": "ASSURED HEALTHCARE PARTNERS LLC", "dbas": [], "city": "New York", "state": "NY", "country": "United States", "cbsa_code": "35620", "metro": { "cbsa_code": "35620", "common_name": "New York", "msa_name": "New York-Newark-Jersey City, NY-NJ", "path": "/advisors/ny/new-york" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2023-03-17", "years_registered": 3, "period": "2026-10-01", "filing_date": "2026-03-20", "carried_forward": false, "raum_total": 1736209546.0, "raum_discretionary": 1736209546.0, "raum_non_discretionary": 0.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 24, "advisory_employees": 16, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 1736209546.0, "count": 10 } }, "compensation_types": [ "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "NY", "TX" ], "websites": [ "https://ahpartners.com", "https://linkedin.com/company/assured-healthcare-partners" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/311479", "city_as_filed": "NEW YORK", "url": "https://advisorcensus.com/firm/assured-healthcare-partners-llc-new-york-ny-311479", "display_name": "Assured Healthcare Partners LLC", "summary": "Assured Healthcare Partners LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2023, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 20, 2026.", "citation": "AdvisorCensus. Assured Healthcare Partners LLC (CRD 311479): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is Assured Healthcare Partners LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Assured Healthcare Partners LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees." }, { "q": "Where is Assured Healthcare Partners LLC located?", "a": "Assured Healthcare Partners LLC's principal office is in New York, NY, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)." }, { "q": "Is Assured Healthcare Partners LLC registered with the SEC or a state?", "a": "Assured Healthcare Partners LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 311479." }, { "q": "How much does Assured Healthcare Partners LLC manage?", "a": "Assured Healthcare Partners LLC reports $1,736,209,546 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (100% discretionary)." }, { "q": "How have Assured Healthcare Partners LLC's assets and staff changed since 2023?", "a": "In the Form ADV data for Assured Healthcare Partners LLC: Regulatory assets under management: $1,539,771,457 in the October 2023 data and $1,736,209,546 in the October 2026 data, up 13%. Total employees: 20 in October 2023 and 24 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Assured Healthcare Partners LLC serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (10)." }, { "q": "Does Assured Healthcare Partners LLC report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/311479" }, { "q": "Does Assured Healthcare Partners LLC state an account minimum?", "a": "Its Form ADV Part 2A brochure dated March 20, 2026 says: \"There is currently no minimum initial investment amount for investors in Fund Clients.\"" }, { "q": "What changed in Assured Healthcare Partners LLC's recent Form ADV filings?", "a": "In the April 2026 filing data: Employees performing advisory functions went from 14 to 16. Updated its list of owners and control persons (Schedule A)." } ], "filing_history": [ { "period": "2023-10-01", "regulatory_assets_under_management": 1539771457.0, "total_employees": 20, "filing_date": "2023-08-28" }, { "period": "2024-10-01", "regulatory_assets_under_management": 1571828979.0, "total_employees": 19, "filing_date": "2024-05-24" }, { "period": "2025-10-01", "regulatory_assets_under_management": 1624967883.0, "total_employees": 22, "filing_date": "2025-03-20" }, { "period": "2026-10-01", "regulatory_assets_under_management": 1736209546.0, "total_employees": 24, "filing_date": "2026-03-20" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 14 to 16.", "Updated its list of owners and control persons (Schedule A)." ] } ], "fees_from_brochure": { "source": "Form ADV Part 2A brochure dated March 20, 2026", "provided_by_the_firm": false, "tiers": [], "flat_rate": null, "stated_range": null, "stated_maximum": null, "account_minimum": "None", "account_minimum_may_be_waived": false, "minimum_annual_fee": null, "planning_fees": [], "figures": [ { "label": "Account minimum", "statements": [ "Account minimum: None" ], "quotes": [ "There is currently no minimum initial investment amount for investors in Fund Clients." ] } ], "values": { "tiers": [], "range_pct": null, "max_pct": null, "account_minimum": 0.0, "minimum_annual_fee": null, "planning": [] }, "quotes": [ "There is currently no minimum initial investment amount for investors in Fund Clients." ], "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable." }, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/assured-healthcare-partners-llc-new-york-ny-311479.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 10, "fewer_than_5": false, "raum": 1736209546.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/311479", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }