DW HEALTHCARE PARTNERS

RIASEC RegisteredEst. 2012
Total AUM
$2.7B
Discretionary
$2.7B
100% of AUM
Avg account
$228M
Accounts
12
Employees
34
Advisory reps
7

Firm details

Headquarters
PARK CITY, Utah
CRD number
160555
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

DW Healthcare Partners is a privately organized LLC that operates as a private equity manager and sponsor of pooled investment vehicles. Registered with the SEC in 2012, the firm serves primarily institutional clients and functions as sponsor, general partner, and managing member on the vehicles it controls. Its advisory activity is concentrated on portfolio management for pooled funds rather than direct wealth management for retail accounts. Fee arrangements include a percentage-of-assets component alongside performance-based fees and other fee structures. The firm reports itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • RICHARD WILHELM

    Chief Financial OfficerCRD 4841087

Contacts

3 of 6
  • ALY CHAMPSI

    Managing DirectorCRD 7090766

  • JOHN BENEAR

    Founder & Managing DirectorCRD 5340498

  • KIMBERLY RUUD

    TrusteeCRD 1913802

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

PARK CITY, UT

SUMMIT

Location

PARK CITY, UT

Headquartered in PARK CITY, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
SUMMIT
Address
1413 Center Dr
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth