9AT: BELHEALTH INVESTMENT PARTNERS, LLC

other names

BELHEALTH INVESTMENT PARTNERS, LLC

Adviser Profile

As of Date	03/16/2026
Registration	SEC, Approved, 02/09/2015
Other registrations (1)	SEC, ERA - Withdrawn, 02/04/2015
ADV Location	FORT LAUDERDALE, FL, United States
Contact Info	954 xxxxxxx
Websites

AUM^*	156,717,026 -49%
of that, discretionary	156,717,026 -49%
Private Fund GAV^*	156,717,026 -26%
Avg Account Size	78,358,513 -49%
SMA’s	No
Private Funds	2

Adviser Type

- Large advisory firm

Number of Employees 5 -17%

of those in investment advisory functions 3 -40%

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	Count2	GAV$156,717,026

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 AISLING CAPITAL MANAGEMENT LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund716.4m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV716.4m	AUM716.4m	#Funds2
Adviser WINDROCK WEALTH MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM363.2m	#Funds1
Adviser TILLRIDGE GLOBAL AGRIBUSINESS PARTNERS	Hedge Fund-	Liquidity Fund-	Private Equity Fund270.0m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV270.0m	AUM270.0m	#Funds1
Adviser RALLYDAY PARTNERS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund898.1m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV898.1m	AUM384.1m	#Funds9
Adviser 327 CAPITAL PARTNERS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund505.5m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV505.5m	AUM505.5m	#Funds8
Adviser CLEARHAVEN PARTNERS LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund1.0b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.0b	AUM1.0b	#Funds5
Adviser VERSA CAPITAL	Hedge Fund-	Liquidity Fund-	Private Equity Fund180.1m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV180.1m	AUM180.1m	#Funds7
Adviser CIMARRON HEALTHCARE CAPITAL, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund524.6m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV524.6m	AUM532.7m	#Funds8
Adviser REALIZATION CAPITAL PARTNERS MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund565.9m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV565.9m	AUM565.9m	#Funds2
Adviser COALESCE CAPITAL MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund1.8b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.8b	AUM1.8b	#Funds13

Brochure Summary

Overview

Advisory Business BelHealth Investment Partners, LLC ("BelHealth or the "Investment Adviser"), a Delaware limited liability company, commenced operations in 2011. Founded by Harold Blue, BelHealth is owned by Harold Blue, Inder Tallur, Joseph P. Wynne, and KP Family BelHealth Investments, LLC. Mr. Blue is the Manager of BelHealth. The affiliated General Partner for each private partnership has entered into an advisory agreement with the Investment Adviser to manage BelHealth Investment Fund, L.P. ("Fund I") and BelHealth Investment Fund II, L.P. ("Fund II") (each, a "Fund", and together, the "Funds"). The Investment Adviser pursues a private equity strategy on behalf of the Funds. Interests in the Funds are offered to qualified investors. Investors and potential investors in the Funds should consult the Funds' offering documents, including the applicable Limited Partnership Agreements and Private Placement Memorandum, for a comprehensive discussion of the Funds and the risk factors associated with each Fund. In providing services to the Funds, BelHealth formulates each Fund’s investment objectives, directs and manages the investment of each Fund’s assets, and provides reports to investors. Investment advice is provided directly to the Funds and not individually to the investors of the Funds. BelHealth manages the assets of the Funds in accordance with the terms of

each Fund’s partnership agreement and other applicable governing documents. Our registration on Form ADV also covers BelHealth Investment Management, LLC, a limited liability company organized under the laws of the State of Delaware and BelHealth Investment Partners GP II, LLC, a limited liability company organized under the laws of the State of Delaware (collectively with BelHealth Investment Management, LLC, the "Fund General Partners"). The Fund General Partners are affiliates of the Investment Adviser and serve as the general partner of the Funds. The Funds invest in select healthcare companies by acquiring businesses that the Investment Adviser considers undervalued or under-managed and where the Investment Adviser believes it can leverage its investment and operational experience to achieve superior investment returns. The Investment Adviser may also cause the Funds to invest in other situations that the Investment Adviser believes to be in the best interest of the applicable Fund. As of December 31, 2022, the most recent figures available, the Investment Adviser had $337,109,097 in regulatory assets under management, all of which it manages on a discretionary basis. As used herein, the term "client" generally refers to each Fund. For additional discussion of the Funds, and their investment objectives and risks, please see response to Item 8.

BELHEALTH INVESTMENT PARTNERS, LLC

Adviser Profile

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Client Types

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Compensation Arrangments

Reported AUM

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Brochure Summary

Overview