DW HEALTHCARE PARTNERS
Firm details
- Headquarters
- PARK CITY, Utah
- CRD number
- 160555
- Registered since
- March 30, 2012
- Website
- www.dwhp.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1RICHARD WILHELM
Chief Financial OfficerCRD 4841087
Contacts
3 of 6ALY CHAMPSI
Managing DirectorCRD 7090766
JOHN BENEAR
Founder & Managing DirectorCRD 5340498
KIMBERLY RUUD
TrusteeCRD 1913802
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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