HEALTHEDGE INVESTMENT PARTNERS, LLC
DBA: HEALTHEDGE INVESTMENT PARTNERS
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $325.8M |
| Discretionary | $325.8M100% of AUM |
| Client Accounts | 5 |
| Avg Account Size | $65.2M |
| Employees | 9 |
| Peak AUM | $381.6MMar 2024 |
| AUM CAGR | +3.1% /yrover 9 yrs · 20 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $326M | 0.9% | 4.3% | 0.9% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $325.8M |
| Discretionary | $325.8M |
| Employees | 9 |
| Client Accounts | 5 |
| Client Range | 0 |
Contact & Location
Address
5550 W EXECUTIVE DRIVE
TAMPA FL 33609
Phone
813-490-7100
Filing History
20 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
$326M
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