WATER STREET HEALTHCARE PARTNERS, LLC

RIASEC RegisteredEst. 2012
Total AUM
$7.5B
Discretionary
$7.5B
100% of AUM
Avg account
$468M
Accounts
16
Employees
42
Advisory reps
2

Firm details

Headquarters
CHICAGO, Illinois
CRD number
156694
Registered since
March 29, 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

Water Street Healthcare Partners, LLC is a private equity manager focused on pooled investment vehicles for institutional clients. Formed as an LLC and registered with the SEC in 2012, the firm operates as an active sponsor and general partner, serving as managing member for its funds. Its business model centers on portfolio management for closed-end/private pooled vehicles, and its revenue mix includes percentage-of-assets fees and performance-based compensation. Water Street serves an institutional client base; it is structured as an owner-operated firm (individual owner type) rather than a capital allocator or multi-state adviser. The firm does not identify as an active ESG investor in the provided data.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • KATE HAYES

    Chief Financial OfficerCRD 7530300

Contacts

1 of 1
  • TIMOTHY DUGAN

    Managing PartnerCRD 6014637

Wealth teams

FINTRX

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

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
444 W Lake St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth