Healthedge Investment Partners

HealthEdge Investment Partners, LLC is a private equity firm established in 2005, specializing in investing in U.S.-based lower middle-market companies in the healthcare industry. The firm focuses on niche segments such as specialty medical products, healthcare services, healthcare information technology, and specialty distribution. HealthEdge advises private equity funds and does not act as the general partner to any of the funds. The principal owners are Brian Anderson, Phil Dingle, Jeff Thompson, Scott Heberlein, and Matt Dawson. Clients must meet specific financial requirements, with a minimum investment of $500,000. HealthEdge has discretionary assets under management totaling $328,847,955 as of December 31, 2024. The firm charges a management fee ranging between 2-2.25% per annum of the aggregate commitments, payable quarterly in advance. The general partner receives carried interest based on total distributions of the funds. Investment decisions are made by an Investment Committee, supported by professional and operating partners. HealthEdge employs a disciplined process for sourcing, screening, and evaluating investments. The firm focuses on under-managed, under-resourced, or undervalued lower middle-market healthcare companies. Clients are advised that investments are speculative and may result in a total or partial loss. HealthEdge has no disciplinary information and follows a Code of Ethics to ensure compliance with federal securities laws. The firm has full discretionary authority over the funds it advises.