Overview
Firm Description
Formed in 2005, HealthEdge Investment Partners, LLC (“HealthEdge” or “Firm”) is a private
equity firm dedicated to investing in U.S. based lower middle-market companies in the
healthcare industry. The Firm targets niche segments including specialty medical products,
healthcare services, healthcare information technology, and specialty distribution. Currently,
HealthEdge only advises private equity funds (“Funds”). All information regarding the Funds
can be found each Funds respective Private Placement Memorandum (“PPM”).
We do not act as the general partner to any of the Funds. Instead, our related parties serve as
the general partners of the Funds and, in such capacity, may be deemed to be an “investment
adviser” (as defined in the Advisers Act of 1940). These related parties will rely on our
investment adviser registration instead of separately registering as an investment adviser with
the Securities and Exchange Commission. Except as the context otherwise notes, any
reference herein to “we,” “us,” or “our” includes HealthEdge and each related party relying on
our registration.
The general partner to each Fund is ultimately responsible for managing and controlling the
Funds and its investment program, including making and disposing of investments. HealthEdge
originates, negotiates, closes, monitors, manages and services portfolio investments of each
Fund and provides recommendations to the general partner concerning the making
and
disposition of the portfolio investments.
Principal Owners
The principal owners are Brian Anderson, Phil Dingle, Jeff Thompson and Scott Heberlein.
Types of Advisory Services
HealthEdge is a private equity manager targeting the healthcare industry in the following sub-
sectors: specialty medical products, healthcare services, healthcare information technology, and
specialty distribution. We seek to create value through accelerating growth in partnership with
lower middle-market management teams.
Tailored Relationships
HealthEdge manages each Fund in accordance with the objectives outlined in the respective
PPM. The investment advisory services are not tailored to the needs of each limited partner.
Co-Investments
Taking into account various considerations including demand, size/fit, co-investment rights, and
many other factors, the investors may co-invest in an investment opportunity offered to the
Fund, which may be extended to third parties. Parallel investment vehicles and/or alternative
investment vehicles may be formed by the general partners if such co-investments are made.
The co-investment opportunities shall be no more favorable than those offered the Funds and
require approval by the Limited Partner Advisory Committee, an independent committee made
up of limited partners of the Funds.
Client Assets
As of December 31, 2023, we have $381,561,132 in discretionary assets under management.