EW Healthcare Partners

RIASEC Registered
Total AUM
$2.1B
Discretionary
$2.1B
100% of AUM
Avg account
$108M
Accounts
19
Employees
13
Advisory reps
5

Firm details

Headquarters
The Woodlands, Texas
CRD number
158263
Registered since
March 20, 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

EW Healthcare Partners is a corporate investment manager focused on pooled investment vehicles for institutional clients. The firm is SEC-registered (registration year 2012) and operates as a combined private equity and venture capital manager, with additional activity described as a multifaceted fund manager. Its business model centers on advising and managing private funds and serving as a sponsor/GP or managing member of pooled vehicles. Fee arrangements include percentage-of-AUM charges plus performance-based fees and other fee components. The firm reports that it is not an active ESG investor and is not a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

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Contacts

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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

FINTRX

Location

Primary office

The Woodlands, TX

Montgomery

Location

The Woodlands, TX

Headquartered in The Woodlands, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
Montgomery
Address
21 Waterway Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth