9AT: HEALTHEDGE INVESTMENT PARTNERS

other names

HEALTHEDGE INVESTMENT PARTNERS
HEALTHEDGE INVESTMENT PARTNERS, LLC

Adviser Profile

As of Date	03/31/2026
Registration	SEC, Approved, 07/10/2017
Other registrations (1)	SEC, ERA - Withdrawn, 06/06/2017
ADV Location	TAMPA, FL, United States
Contact Info	813 xxxxxxx
Websites

AUM^*	325,787,500 -15%
of that, discretionary	325,787,500 -15%
Private Fund GAV^*	675,787,500 106%
Avg Account Size	65,157,500 -15%
SMA’s	No
Private Funds	7 2

Adviser Type

- Large advisory firm

Number of Employees 9

of those in investment advisory functions 9

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

SEC Fund Type	Count	GAV
Fund TypePrivate Equity Fund	Count7	GAV$675,787,500

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser TRP CAPITAL ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund107.2m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV107.2m	AUM82.5m	#Funds11
Adviser SHOREHILL CAPITAL LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund576.2m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV576.2m	AUM576.2m	#Funds2
Adviser ZARVONA ENERGY LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund410.3m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV410.3m	AUM423.1m	#Funds5
Adviser TILIA HOLDINGS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund311.9m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV311.9m	AUM311.9m	#Funds3
Adviser TRGP INVESTMENT PARTNERS, LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund654.3m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV654.3m	AUM726.8m	#Funds12
Adviser EDGEWATER CAPITAL PARTNERS	Hedge Fund-	Liquidity Fund-	Private Equity Fund466.8m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV466.8m	AUM466.8m	#Funds4
Adviser WAVE EQUITY PARTNERS	Hedge Fund-	Liquidity Fund-	Private Equity Fund390.2m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund613.6m	Other Fund-	Total Private Fund GAV1.6b	AUM563.8m	#Funds23
Adviser BASIN OIL AND GAS MANAGEMENT, LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund492.7m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV492.7m	AUM492.7m	#Funds5
Adviser PERMANENT EQUITY MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund508.8m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV508.8m	AUM508.8m	#Funds3
Adviser PARALLAXES CAPITAL	Hedge Fund-	Liquidity Fund-	Private Equity Fund326.5m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV326.5m	AUM620.8m	#Funds18

Brochure Summary

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.

HEALTHEDGE INVESTMENT PARTNERS

Adviser Profile

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Brochure Summary

Overview