# Assured Healthcare Partners LLC

> 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.

- CRD: 311479
- Filed as: ASSURED HEALTHCARE PARTNERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/311479
- AdvisorCensus page: https://advisorcensus.com/firm/assured-healthcare-partners-llc-new-york-ny-311479

## Quick answers

**How is Assured Healthcare Partners LLC compensated?**
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.

**Where is Assured Healthcare Partners LLC located?**
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).

**Is Assured Healthcare Partners LLC registered with the SEC or a state?**
Assured Healthcare Partners LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 311479.

**How much does Assured Healthcare Partners LLC manage?**
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).

**How have Assured Healthcare Partners LLC's assets and staff changed since 2023?**
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.

**What types of clients does Assured Healthcare Partners LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (10).

**Does Assured Healthcare Partners LLC report any disciplinary disclosures?**
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

**Does Assured Healthcare Partners LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 20, 2026 says: "There is currently no minimum initial investment amount for investors in Fund Clients."

**What changed in Assured Healthcare Partners LLC's recent Form ADV filings?**
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).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 20, 2026)

- Account minimum: None

> There is currently no minimum initial investment amount for investors in Fund Clients.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $1,736,209,546
- Discretionary: $1,736,209,546
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 10 | $1,736,209,546 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 24 total, 16 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Dallas, TX

### Websites listed on Form ADV (Item 1.I)
- [ahpartners.com](https://ahpartners.com)
- LinkedIn @assured-healthcare-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $1,539,771,457 | 20 | August 28, 2023 |
| October 2024 | $1,571,828,979 | 19 | May 24, 2024 |
| October 2025 | $1,624,967,883 | 22 | March 20, 2025 |
| October 2026 | $1,736,209,546 | 24 | March 20, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 14 to 16.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Assured Healthcare Partners LLC (CRD 311479): Form ADV filing data as of October 2026.