# Belhealth Investment Partners, LLC

> Belhealth Investment Partners, LLC is an SEC-registered investment advisory firm in Fort Lauderdale, FL, registered since 2015, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 16, 2026.

- CRD: 162674
- Filed as: BELHEALTH INVESTMENT PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Fort Lauderdale, FL
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/162674
- AdvisorCensus page: https://advisorcensus.com/firm/belhealth-investment-partners-llc-fort-lauderdale-fl-162674

## Quick answers

**How is Belhealth Investment Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Belhealth Investment Partners, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Belhealth Investment Partners, LLC located?**
Belhealth Investment Partners, LLC's principal office is in Fort Lauderdale, FL, according to its Form ADV.

**Is Belhealth Investment Partners, LLC registered with the SEC or a state?**
Belhealth Investment Partners, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 162674.

**How much does Belhealth Investment Partners, LLC manage?**
Belhealth Investment Partners, LLC reports $156,717,026 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (100% discretionary).

**How have Belhealth Investment Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Belhealth Investment Partners, LLC: Regulatory assets under management: $555,376,036 in the October 2021 data and $156,717,026 in the October 2026 data, down 72%. Total employees: 7 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Belhealth Investment Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (2).

**Does Belhealth Investment Partners, LLC report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.H(1)(c) (regulator's civil action dismissed under a settlement). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/162674

**What changed in Belhealth Investment Partners, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 4 to 3. Regulatory assets under management went from $212,278,141 to $156,717,026 (-26%).

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $156,717,026
- Discretionary: $156,717,026
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $156,717,026 |

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

### Firm details
- Registered since: 2015 (11 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.H(1)(c): Has a domestic or foreign court ever dismissed, under a settlement agreement, an investment-related civil action brought against the firm or an advisory affiliate by a state or foreign financial regulator?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/162674

### Websites listed on Form ADV (Item 1.I)
- [belhealth.com](https://belhealth.com)
- LinkedIn @2700763

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $555,376,036 | 7 | March 26, 2021 |
| October 2022 | $340,605,005 | 7 | April 25, 2022 |
| October 2023 | $337,109,097 | 5 | August 17, 2023 |
| October 2024 | $309,958,410 | 6 | April 1, 2024 |
| October 2025 | $212,278,141 | 5 | March 27, 2025 |
| October 2026 | $156,717,026 | 5 | March 16, 2026 |

Regulatory assets under management: $555,376,036 in the October 2021 data and $156,717,026 in the October 2026 data, down 72%.
Total employees: 7 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 4 to 3.
- Regulatory assets under management went from $212,278,141 to $156,717,026 (-26%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Belhealth Investment Partners, LLC (CRD 162674): Form ADV filing data as of October 2026.