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Eagle Health Investments Lp
SEC-regulated
Registered investment advisor
Eagle Health Investments LP is a registered investment adviser based in Greenwich, CT, established in October 2019 by founder Gary Stern. The firm specializes in investing client assets primarily in publicly traded equities within the healthcare sector. Eagle Health Investments LP manages pooled investment vehicles, including the Eagle Health Investments Master Fund LP, the Eagle Health Investments Onshore Fund LP, and the Eagle Health Investments Offshore Fund Ltd. The firm's investment objective is to capitalize on innovation and disruption in healthcare by identifying mispriced major secular themes. Eagle Health Investments LP employs a diligence approach to understand the impact of innovation on portfolio candidates over multi-year periods. The firm charges an asset-based management fee of up to 1.5% and an incentive allocation of up to 17.5% based on net profits. The minimum investment requirement is generally $1 million for the Institutional Share Class and $5 million for the Founders Share Class. Eagle Health Investments LP acts as a fiduciary and provides investment advisory services on a discretionary basis to the Funds. The firm does not participate in wrap fee programs and had approximately $711.9 million in regulatory assets under management as of December 31, 2024. The firm has not had any material changes in operations since March 2024 and has not been involved in any legal or disciplinary events in the past 10 years. Eagle Health Investments LP has adopted a code of ethics, provides best execution reviews, and has policies in place for trade errors, custody, and voting client securities. The firm has not filed for bankruptcy and has no financial conditions that would impact its ability to meet contractual commitments to clients. For more detailed information, prospective investors can request the firm's offering documents and financial information directly from Eagle Health Investments LP.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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