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BELHEALTH INVESTMENT PARTNERS, LLC

FORT LAUDERDALE, FL · CRD 162674 · IAPD ↗ · 954-636-3680

$156.7MRegulatory AUM
3Advisory reps
5Employees
0Clients
n/aPlanning clients
2Private funds
1States
1Disclosures
fundSegment
ApprovedSEC status

Filing changes

30
April 2026 — BELHEALTH INVESTMENT PARTNERS, LLC reported RAUM down 26% ($212.3M -> $156.7M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
30
April 2025 — BELHEALTH INVESTMENT PARTNERS, LLC reported RAUM down 32% ($310.0M -> $212.3M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
38
March 2024 — BELHEALTH INVESTMENT PARTNERS, LLC's Item 11 disclosure-reporting entries rose by 1 (0 -> 1).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.