BELHEALTH INVESTMENT PARTNERS, LLC
CRD #162674 SEC #801-80963 FORT LAUDERDALE, FL 954-636-3680
SEC Registered Private Funds Disclosures
Total AUM
$212.3M
Discretionary
$212.3M
Employees
5
Clients
--
Accounts
2
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $212.3M | $212.3M | $0 | 5 | 0 |
| Mar 2025 | $212.3M | $212.3M | $0 | 5 | 0 |
| Apr 2024 | $310M | $310M | $0 | 6 | 0 |
| Feb 2024 | $310M | $310M | $0 | 6 | 0 |
| Aug 2023 | $337.1M | $337.1M | $0 | 5 | 0 |
| Mar 2023 | $337.1M | $337.1M | $0 | 5 | 0 |
| Dec 2022 | $340.6M | $340.6M | $0 | 7 | 0 |
| Apr 2022 | $340.6M | $340.6M | $0 | 7 | 0 |
| Mar 2022 | $340.6M | $340.6M | $0 | 7 | 0 |
| Dec 2021 | $555.4M | $555.4M | $0 | 7 | 0 |
| Mar 2021 | $555.4M | $555.4M | $0 | 7 | 0 |
| Nov 2020 | $533.1M | $533.1M | $0 | 12 | 0 |
| Mar 2020 | $533.1M | $533.1M | $0 | 12 | 0 |
| Oct 2019 | $463.9M | $463.9M | $0 | 18 | 0 |
| Mar 2019 | $463.9M | $463.9M | $0 | 18 | 0 |
| Mar 2018 | $439.9M | $439.9M | $0 | 14 | 0 |
| Mar 2017 | $477.6M | $477.6M | $0 | 14 | 1 |
| Mar 2016 | $535.8M | $535.8M | $0 | 11 | 1 |
| Nov 2015 | $487.7M | $487.7M | $0 | 8 | 1 |
| Feb 2015 | $487.7M | $487.7M | $0 | 8 | 1 |
| Feb 2015 | $487.7M | $487.7M | $0 | 8 | 1 |
DateNov 2025
Total AUM$212.3M
Discretionary$212.3M
Non-Disc.$0
Employees5
Clients0
DateMar 2025
Total AUM$212.3M
Discretionary$212.3M
Non-Disc.$0
Employees5
Clients0
DateApr 2024
Total AUM$310M
Discretionary$310M
Non-Disc.$0
Employees6
Clients0
DateFeb 2024
Total AUM$310M
Discretionary$310M
Non-Disc.$0
Employees6
Clients0
DateAug 2023
Total AUM$337.1M
Discretionary$337.1M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$337.1M
Discretionary$337.1M
Non-Disc.$0
Employees5
Clients0
DateDec 2022
Total AUM$340.6M
Discretionary$340.6M
Non-Disc.$0
Employees7
Clients0
DateApr 2022
Total AUM$340.6M
Discretionary$340.6M
Non-Disc.$0
Employees7
Clients0
DateMar 2022
Total AUM$340.6M
Discretionary$340.6M
Non-Disc.$0
Employees7
Clients0
DateDec 2021
Total AUM$555.4M
Discretionary$555.4M
Non-Disc.$0
Employees7
Clients0
DateMar 2021
Total AUM$555.4M
Discretionary$555.4M
Non-Disc.$0
Employees7
Clients0
DateNov 2020
Total AUM$533.1M
Discretionary$533.1M
Non-Disc.$0
Employees12
Clients0
DateMar 2020
Total AUM$533.1M
Discretionary$533.1M
Non-Disc.$0
Employees12
Clients0
DateOct 2019
Total AUM$463.9M
Discretionary$463.9M
Non-Disc.$0
Employees18
Clients0
DateMar 2019
Total AUM$463.9M
Discretionary$463.9M
Non-Disc.$0
Employees18
Clients0
DateMar 2018
Total AUM$439.9M
Discretionary$439.9M
Non-Disc.$0
Employees14
Clients0
DateMar 2017
Total AUM$477.6M
Discretionary$477.6M
Non-Disc.$0
Employees14
Clients1
DateMar 2016
Total AUM$535.8M
Discretionary$535.8M
Non-Disc.$0
Employees11
Clients1
DateNov 2015
Total AUM$487.7M
Discretionary$487.7M
Non-Disc.$0
Employees8
Clients1
DateFeb 2015
Total AUM$487.7M
Discretionary$487.7M
Non-Disc.$0
Employees8
Clients1
DateFeb 2015
Total AUM$487.7M
Discretionary$487.7M
Non-Disc.$0
Employees8
Clients1