HEALTHEDGE INVESTMENT PARTNERS, LLC
Legal name: HEALTHEDGE INVESTMENT PARTNERS
CRD #163421 SEC #801-110763 TAMPA, FL 813-490-7100
SEC Registered Private Funds
Total AUM
$328.8M
Discretionary
$328.8M
Employees
9
Clients
--
Accounts
5
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $328.8M | $328.8M | $0 | 9 | 0 |
| Mar 2024 | $381.6M | $381.6M | $0 | 9 | 0 |
| Jul 2023 | $371.3M | $371.3M | $0 | 9 | 0 |
| Mar 2023 | $371.3M | $371.3M | $0 | 9 | 0 |
| Mar 2022 | $358.7M | $358.7M | $0 | 9 | 0 |
| Nov 2021 | $340.5M | $340.5M | $0 | 9 | 0 |
| Mar 2021 | $340.5M | $340.5M | $0 | 9 | 0 |
| Mar 2020 | $289.5M | $289.5M | $0 | 8 | 0 |
| Mar 2019 | $273.5M | $273.5M | $0 | 9 | 0 |
| May 2018 | $277.6M | $277.6M | $0 | 9 | 0 |
| Mar 2018 | $277.6M | $277.6M | $0 | 9 | 0 |
| Jun 2017 | $250.2M | $250.2M | $0 | 10 | 1 |
| Jun 2017 | $250.2M | $250.2M | $0 | 10 | 1 |
DateMar 2025
Total AUM$328.8M
Discretionary$328.8M
Non-Disc.$0
Employees9
Clients0
DateMar 2024
Total AUM$381.6M
Discretionary$381.6M
Non-Disc.$0
Employees9
Clients0
DateJul 2023
Total AUM$371.3M
Discretionary$371.3M
Non-Disc.$0
Employees9
Clients0
DateMar 2023
Total AUM$371.3M
Discretionary$371.3M
Non-Disc.$0
Employees9
Clients0
DateMar 2022
Total AUM$358.7M
Discretionary$358.7M
Non-Disc.$0
Employees9
Clients0
DateNov 2021
Total AUM$340.5M
Discretionary$340.5M
Non-Disc.$0
Employees9
Clients0
DateMar 2021
Total AUM$340.5M
Discretionary$340.5M
Non-Disc.$0
Employees9
Clients0
DateMar 2020
Total AUM$289.5M
Discretionary$289.5M
Non-Disc.$0
Employees8
Clients0
DateMar 2019
Total AUM$273.5M
Discretionary$273.5M
Non-Disc.$0
Employees9
Clients0
DateMay 2018
Total AUM$277.6M
Discretionary$277.6M
Non-Disc.$0
Employees9
Clients0
DateMar 2018
Total AUM$277.6M
Discretionary$277.6M
Non-Disc.$0
Employees9
Clients0
DateJun 2017
Total AUM$250.2M
Discretionary$250.2M
Non-Disc.$0
Employees10
Clients1
DateJun 2017
Total AUM$250.2M
Discretionary$250.2M
Non-Disc.$0
Employees10
Clients1