DBA: HEALTHEDGE INVESTMENT PARTNERS
| 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 |
Total AUM
$326M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $326M | 0.9% | 4.3% | 0.9% | |
| Discretionary AUM | |||||
| Total AUM | $325.8M |
| Discretionary | $325.8M |
| Employees | 9 |
| Client Accounts | 5 |
| Client Range | 0 |
Address
5550 W EXECUTIVE DRIVE
TAMPA FL 33609
Phone
813-490-7100
Filing History
20 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$326M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| $326M |
| 0.9% |
| 4.3% |
| 0.9% |
| Total Accounts | 5 | 0.0% | 0.0% | +10.8% |
| Avg Account Size | $65M | 0.9% | 4.3% | 10.5% |
| Employees | 9 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $36M | 0.9% | 4.3% | 0.9% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $326M | 0.9% | 4.3% | 0.9% | |
Client Count Segments | |||||
| Pooled / Fund | 5 | 0.0% | 0.0% | +10.8% | |