BELHEALTH INVESTMENT PARTNERS, LLC
B58
CRD 162674·SEC 801-80963·FORT LAUDERDALE, FL
AUM
$156.7M
$100M-$500M
Est. Revenue
$1.6M
@ 1% on AUM
Est. EBITDA
$470K
@ 30% margin
Est. Deal Value
$3.8M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $463.9M
'21 · $533.1M
'22 · $555.4M
'23 · $340.6M
'25 · $212.3M
'26 · $156.7M
'20'26
$463.9M → $156.7M▼ -66%
Operations
Advisory staff (5-yr trend)
'20 · 15 advisors
'21 · 9 advisors
'22 · 5 advisors
'23 · 5 advisors
'25 · 4 advisors
'26 · 3 advisors
'20'26
15 advisors → 3 advisors▼ -80%
Branches
—
Custodian & Brokerage
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Edgar Form D Offerings
2024-11-272024-11-27 · 0001104659-24-123660
2024-05-232024-05-23 · 0001104659-24-064621
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
C/O BELHEALTH INVESTMENT PARTNERS, LLC401 E. LAS OLAS BOULEVARD, SUITE 2360FT. LAUDERDALE, FL 33301
Business
C/O GEMINI BIOPRODUCTS, LLC920 STILLWATER DR, SUITE 130WEST SACRAMENTO, CA 95605