Belhealth Investment Partners, LLC

BelHealth Investment Partners, LLC, established in 2011, is a registered investment adviser specializing in private equity strategies for select healthcare companies. The firm manages BelHealth Investment Fund, L.P. and BelHealth Investment Fund II, L.P., offering interests to qualified investors. BelHealth pursues a private equity strategy, acquiring undervalued healthcare businesses to achieve superior returns. The firm manages $212,278,141 in regulatory assets under management on a discretionary basis. BelHealth charges a Management Fee of 2.0% of aggregate commitments during the Investment Period and 2.0% of the aggregate cost basis post-Investment Period. Carried Interest of 20% is payable to the general partner, subject to a clawback provision. The firm does not accept compensation for the sale of securities and bears various expenses related to portfolio investments. BelHealth's investment strategies are speculative, with substantial risks, and clients must be prepared for potential capital loss. The firm has settled a legal matter in 2023 related to a portfolio company. BelHealth has custody of client funds and securities, subject to the Custody Rule. The firm exercises discretionary investment authority for clients, primarily the Funds, and has proxy voting policies in place. Clients may request the firm's Proxy voting policies and record. BelHealth maintains a Code of Ethics and does not compensate non-supervised persons for client referrals.