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| Happy Holidays!! thanks for using AUM13F!! |
| DW Management Services LLC
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| CRD # | 160555 |
| SEC # | 801-73231 |
| CIK # | |
| AUM | $1.9 B (2025-05-05) |
| Employees | 38 (87% Investors, 0% Brokers) |
| Phone | 435-645-4050 |
| Address | 1413 Center Drive Park City, UT 84098-7401 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | DW Healthcare Partners MLG CV LP | [2025-03-30] | 0.0 | 241.0 |
| PE | DW Healthcare Partners VI LP | [2025-03-30] | 0.0 | 140.6 |
| PE | DW Healthcare Small Cap Affiliates LP | [2024-03-28] | 0.0 | 17.6 |
| PE | DW Healthcare Partners Small Cap LP | [2022-03-31] | 132.9 | 206.8 |
| PE | Med-Pharmex Investor LP | 2021-03-29 | 1.5 | |
| PE | DW Healthcare Affiliates V LP | [2020-03-30] | 0.0 | 18.4 |
| PE | DW Healthcare Partners V LP | [2020-03-30] | 0.0 | 969.0 |
| PE | DW Healthcare Affiliates IV LP | 2018-03-27 | 1.5 | |
| PE | DW Healthcare Partners IV B LP | [2016-03-29] | 34.0 | 80.4 |
| PE | DW Healthcare Partners IV LP | [2016-03-29] | 159.8 | 174.7 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 12 | 1,881.3 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 12 | 1,881.3 |
| By Discretionary | ||
| Discretionary | 12 | 1,881.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 12 | 1,881.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 987.4 | |
| United States Persons | 893.9 | |
| Total | 12 | 1,881.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| John Benear | 17 | |||
| Andrew Carragher | 12 | |||
| Douglas Schillinger | 12 | |||
| Lance Ruud | 8 | |||
| Aly Champsi | 7 | |||
| Rodney Boone | 5 | |||
| Gabe Becher | 2 | |||
| John Benear Md | 2 | |||
| Ronan Okeane | 2 | |||
| DW Healthcare Management IV LLC | 2 | |||
| View All | ||||
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