Investment adviser · CRD 163421
HEALTHEDGE INVESTMENT PARTNERS
Investment adviser filing (IA)
HEALTHEDGE INVESTMENT PARTNERS, LLC
TAMPA, FL, United States · Form ADV filed Mar 31, 2026
- Regulatory AUM
- $326M Form ADV · Item 5.F
- Client accounts
- 5 Accounts, not individual clients
- Employees
- 9 Reported in this filing
- Advisory professionals
- 9 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 5 | $325,787,500 | 100.0% |
Filing source
Form ADV 2087128 · Mar 31, 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
6 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
HEALTHEDGE INVESTMENT FUND IV (PARALLEL FUND), L.P.Private Equity Fund · Last reported Mar 31, 2026$189MGross asset value
Form D fundraising filings
HEALTHEDGE INVESTMENT FUND IV (PARALLEL FUND), L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- Yes
- External marketing
- Yes
RSM INTERNATIONAL
PCAOB 49
SYNERGY CAPITAL I, LLC
CRD 47965 · SEC 8-51971
Fund details & source
- Fund ID
- 805-7866318800
- Reported beneficial owners
- 127
- Minimum commitment
- $500K
- Form D file number
- 021-428027
Form ADV 2087128 · Mar 31, 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.
HEALTHEDGE INVESTMENT FUND III (PARALLEL FUND), L.P.Private Equity Fund · Last reported Mar 31, 2026$82.6MGross asset value
Form D fundraising filings
HealthEdge Investment Fund III (Parallel Fund), L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- Yes
- External marketing
- Yes
RSM INTERNATIONAL
PCAOB 49
SYNERGY CAPITAL I, LLC
CRD 47965 · SEC 8-51971
Fund details & source
- Fund ID
- 805-8506685816
- Reported beneficial owners
- 58
- Minimum commitment
- $500K
- Form D file number
- 021-266230
Form ADV 2087128 · Mar 31, 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.
HEALTHEDGE INVESTMENT FUND III, L.P.Private Equity Fund · Last reported Mar 31, 2026$27.1MGross asset value
Form D fundraising filings
HealthEdge Investment Fund III, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- Yes
- External marketing
- Yes
RSM INTERNATIONAL
PCAOB 49
SYNERGY CAPITAL I, LLC
CRD 47965 · SEC 8-51971
Fund details & source
- Fund ID
- 805-1353061821
- Reported beneficial owners
- 86
- Minimum commitment
- $500K
- Form D file number
- 021-266227
Form ADV 2087128 · Mar 31, 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.
HEALTHEDGE INVESTMENT FUND II, L.P.Private Equity Fund · Last reported Mar 31, 2026$14.3MGross asset value
Form D fundraising filings
HealthEdge Investment Fund II, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- Yes
- External marketing
- Yes
RSM INTERNATIONAL
PCAOB 49
SYNERGY CAPITAL I, LLC
CRD 47965 · SEC 8-51971
Fund details & source
- Fund ID
- 805-2355691238
- Reported beneficial owners
- 75
- Minimum commitment
- $500K
- Form D file number
- 021-171018
Form ADV 2087128 · Mar 31, 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.
HEALTHEDGE INVESTMENT FUND IV, L.PPrivate Equity Fund · Last reported Mar 31, 2026$13MGross asset value
Form D fundraising filings
HEALTHEDGE INVESTMENT FUND IV, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- Yes
- External marketing
- Yes
RSM INTERNATIONAL
PCAOB 49
SYNERGY CAPITAL I, LLC
CRD 47965 · SEC 8-51971
Fund details & source
- Fund ID
- 805-4800251138
- Reported beneficial owners
- 23
- Minimum commitment
- $500K
- Form D file number
- 021-428024
Form ADV 2087128 · Mar 31, 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.
HEALTHEDGE INVESTMENT FUND, L.P.Private Equity Fund · Last reported Jun 15, 2017$0Gross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-4134381022
- Reported beneficial owners
- 60
- Minimum commitment
- $500K
- Form D file number
- 021-84262
Form ADV 1122249 · Jun 15, 2017 · 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 31, 2026. View historical filings
Reported services
Pooled investment vehicle management
Compensation
Percentage of assets · Performance-based
Principal office
5550 W EXECUTIVE DRIVE, SUITE 230TAMPA, FL, 33609, United States
CRD 163421
Filing source
Form ADV 2087128 · Mar 31, 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.