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Eagle Health Investments LP
Filed as EAGLE HEALTH INVESTMENTS LP
Eagle Health Investments LP is an SEC-registered investment advisory firm in Greenwich, CT, registered since 2021, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 28, 2026.
Quick answers
From the filingHow is Eagle Health Investments LP compensated?
On its Form ADV (Item 5.E, October 2026), Eagle Health Investments LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
What does Eagle Health Investments LP's brochure say about its fees?
Its Form ADV Part 2A brochure dated March 28, 2026 states: Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Eagle Health Investments LP located?
Eagle Health Investments LP's principal office is in Greenwich, CT, according to its Form ADV.
Is Eagle Health Investments LP registered with the SEC or a state?
Eagle Health Investments LP is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 309210.
How much does Eagle Health Investments LP manage?
Eagle Health Investments LP reports $605,257,757 in regulatory assets under management in its Form ADV filing dated March 28, 2026 (100% discretionary).
How have Eagle Health Investments LP's assets and staff changed since 2021?
In the Form ADV data for Eagle Health Investments LP: Regulatory assets under management: $402,949,397 in the October 2021 data and $605,257,757 in the October 2026 data, up 50%. Total employees: 5 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Eagle Health Investments LP serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3).
Does Eagle Health Investments LP 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/309210
What changed in Eagle Health Investments LP's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $711,903,596 to $605,257,757 (-15%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: up to 1.5% of assets a year (the maximum the brochure states)
The brochure's wording
On an annual basis, the Master Fund will pay EHI a management fee (the “Management Fee”) of up to 1.5% of the net asset value of each investor’s capital account.
As stated in the firm's Form ADV Part 2A brochure dated March 28, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$605,257,757 as of October 2026, filing dated March 28, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2021 (5 years)
- Employees
- Total: 9. Performing investment advisory functions: 6.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
3 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $605,257,757 | 9 | March 28, 2026 |
| October 2025 | $711,903,596 | 9 | March 26, 2025 |
| October 2024 | $698,387,052 | 8 | March 28, 2024 |
| October 2023 | $637,089,261 | 8 | March 29, 2023 |
| October 2022 | $525,423,762 | 7 | March 30, 2022 |
| October 2021 | $402,949,397 | 5 | June 29, 2021 |
Regulatory assets under management: $402,949,397 in the October 2021 data and $605,257,757 in the October 2026 data, up 50%.
Total employees: 5 in October 2021 and 9 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $711,903,596 to $605,257,757 (-15%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Eagle Health Investments LP (CRD 309210): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/eagle-health-investments-lp-greenwich-ct-309210