Investment adviser · CRD 162674

BELHEALTH INVESTMENT PARTNERS, LLC

Investment adviser filing (IA)

FORT LAUDERDALE, FL, United States · Form ADV filed Mar 16, 2026

Regulatory AUM
$157M
Form ADV · Item 5.F
Client accounts
2
Accounts, not individual clients
Employees
5
Reported in this filing
Advisory professionals
3
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles2$156,717,026100.0%
Filing source

Form ADV 2068233 · Mar 16, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

2 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

BELHEALTH INVESTMENT FUND II, LPPrivate Equity Fund · Last reported Mar 16, 2026$99MGross asset value

Form D fundraising filings

BelHealth Investment Fund II, L.P.

Auditor BDO USA LLP NEW YORK, New York, United States
Custodian COMERICA BANK, A TEXAS BANKING ASSOCIATION EL SEGUNDO, California, United States Related to adviser: No
Custodian VALLEY NATIONAL BANK WAYNE, New Jersey, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

BDO USA LLP
PCAOB 243

COMERICA BANK, A TEXAS BANKING ASSOCIATION
LEI 70WY0ID1N53Q4254VH70

VALLEY NATIONAL BANK
LEI KI0VI4JRMCIJ329YTN75

Fund details & source
Fund ID
805-8949736108
Reported beneficial owners
49
Minimum commitment
$5M
Form D file number
021-230194

Form ADV 2068233 · Mar 16, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BELHEALTH INVESTMENT FUND, L.P.Private Equity Fund · Last reported Mar 16, 2026$57.7MGross asset value
Auditor BDO USA LLP NEW YORK, New York, United States
Custodian COMERICA BANK, A TEXAS BANKING ASSOCIATION EL SEGUNDO, California, United States Related to adviser: No
Custodian VALLEY NATIONAL BANK WAYNE, New Jersey, United States Related to adviser: No
Marketer LIPWORTH CAPITAL LIMITED LONDON, United Kingdom Related to adviser: No
Marketer VIRTU AMERICAS LLC JERSEY CITY, New Jersey, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
Yes

BDO USA LLP
PCAOB 243

COMERICA BANK, A TEXAS BANKING ASSOCIATION
LEI 70WY0ID1N53Q4254VH70

VALLEY NATIONAL BANK
LEI KI0VI4JRMCIJ329YTN75

VIRTU AMERICAS LLC
CRD 149823 · SEC 8-68193

Fund details & source
Fund ID
805-4994417846
Reported beneficial owners
33
Minimum commitment
$2.5M
Form D file number
021-1517340

Form ADV 2068233 · Mar 16, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 16, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

515 E. LAS OLAS BLVD., SUITE 1301
FORT LAUDERDALE, FL, 33301, United States

CRD 162674

Filing source

Form ADV 2068233 · Mar 16, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.