{
  "crd_number": 163421,
  "slug": "healthedge-investment-partners-tampa-fl-163421",
  "primary_business_name": "HEALTHEDGE INVESTMENT PARTNERS",
  "legal_name": "HEALTHEDGE INVESTMENT PARTNERS, LLC",
  "dbas": [],
  "city": "Tampa",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "45300",
  "metro": {
    "cbsa_code": "45300",
    "common_name": "Tampa",
    "msa_name": "Tampa-St. Petersburg-Clearwater, FL",
    "path": "/advisors/fl/tampa"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2017-07-10",
  "years_registered": 9,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 325787500.0,
  "raum_discretionary": 325787500.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 9,
  "advisory_employees": 9,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 325787500.0,
      "count": 5
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL"
  ],
  "websites": [
    "https://healthedgepartners.com",
    "https://linkedin.com/COMPANY/HEALTHEDGE-INVESTMENT-PARTNERS"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/163421",
  "city_as_filed": "TAMPA",
  "url": "https://advisorcensus.com/firm/healthedge-investment-partners-tampa-fl-163421",
  "display_name": "Healthedge Investment Partners",
  "summary": "Healthedge Investment Partners is an SEC-registered investment advisory firm in Tampa, FL, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Healthedge Investment Partners (CRD 163421): 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 Healthedge Investment Partners compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Healthedge Investment Partners reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "Where is Healthedge Investment Partners located?",
      "a": "Healthedge Investment Partners' principal office is in Tampa, FL, according to its Form ADV."
    },
    {
      "q": "Is Healthedge Investment Partners registered with the SEC or a state?",
      "a": "Healthedge Investment Partners is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 163421."
    },
    {
      "q": "How much does Healthedge Investment Partners manage?",
      "a": "Healthedge Investment Partners reports $325,787,500 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)."
    },
    {
      "q": "How have Healthedge Investment Partners' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Healthedge Investment Partners: Regulatory assets under management: $340,492,386 in the October 2021 data and $325,787,500 in the October 2026 data, down 4%. Total employees: 9 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Healthedge Investment Partners serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (5)."
    },
    {
      "q": "Does Healthedge Investment Partners 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/163421"
    },
    {
      "q": "Does Healthedge Investment Partners state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 says: \"Each investor will be required to invest not less than $500,000. Lesser amounts may be accepted at the sole discretion of the General Partner.\""
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 340492386.0,
      "total_employees": 9,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 358701559.0,
      "total_employees": 9,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 371337545.0,
      "total_employees": 9,
      "filing_date": "2023-07-13"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 381561132.0,
      "total_employees": 9,
      "filing_date": "2024-03-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 328847955.0,
      "total_employees": 9,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 325787500.0,
      "total_employees": 9,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$500,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $500,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Each investor will be required to invest not less than $500,000. Lesser amounts may be accepted at the sole discretion of the General Partner."
        ]
      }
    ],
    "quotes": [
      "Each investor will be required to invest not less than $500,000. Lesser amounts may be accepted at the sole discretion of the General Partner."
    ],
    "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/healthedge-investment-partners-tampa-fl-163421.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 325787500.0
    }
  ],
  "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/163421",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}