BELHEALTH INVESTMENT PARTNERS, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $156.7M |
| Discretionary | $156.7M100% of AUM |
| Client Accounts | 2 |
| Avg Account Size | $78.4M |
| Employees | 5 |
| Peak AUM | $555.4MMar 2021 |
| AUM CAGR | -3.2% /yrover 24 yrs · 29 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $157M | 26.2% | 22.5% | 22.4% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $156.7M |
| Discretionary | $156.7M |
| Employees | 5 |
| Client Accounts | 2 |
Contact & Location
Address
515 E. LAS OLAS BLVD.
FORT LAUDERDALE FL 33301
Phone
954-636-3680
Filing History
29 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Institutional)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$157M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Law Firm