Form D · Private Equity Fund

HealthEdge Investment Fund II, L.P.

Tampa, FL · CIK 0001538527

Offering snapshot reported Jan 2, 2013 · SEC filing

Reported sold
$47.3M
Offering amount: $150M
Investors reported
62
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Dec 15, 2011
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$23.7M$47.3MDec 30, 2011: $21,245,000.00Dec 30, 2011Jan 2, 2013: $47,325,000.00Jan 2, 2013

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$21,245,000 → $47,325,000
  • Reported investors20 → 62

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 2, 2013Amendment$47,325,000$26,080,000vs Dec 30, 201162SEC filing
Dec 30, 2011Initial$21,245,000No comparison20SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-171018

Source: Form D, filed Jan 2, 2013. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

HEALTHEDGE INVESTMENT FUND II, L.P.

Investment adviser: HEALTHEDGE INVESTMENT PARTNERS, LLC

Gross asset value
$14.3M
Beneficial owners
75
ADV minimum commitment
$500K

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator ELEMENT 78 PARTNERS, LLC OAKBROOK, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RSM INTERNATIONAL CHICAGO, Illinois, United States
Marketer SYNERGY CAPITAL I, LLC NEW YORK, New York, United States Related to adviser: No
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

Filing source

Form ADV 2087128 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-2355691238

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

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Brian W. Anderson Executive
Phillip S. Dingle Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
5550 W Executive Drive Suite 230
Tampa, FL, 33609