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| DW Management Services LLC
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|---|---|
| CRD # | 160555 |
| SEC # | 801-73231 |
| CIK # | |
| AUM | 2,737.0 M (2026-05-11) |
| Employees | 34 (85% Investors, 0% Brokers) |
| Phone | 435-645-4050 |
| Address | 1413 Center Drive Park City, UT 84098-7401 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | DW Healthcare Partners MLG CV LP | [2025-03-30] | 290.8 M | |
| Filed 2024-11-21 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | DW Healthcare Partners VI LP | [2025-03-30] | 306.1 M | 365.3 M |
| Offered $650,000,000 · Filed 2025-08-01 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining $343,875,000 · Duration One year or less · Finder's Fee $133,463 · Revenue Decline to Disclose | ||||
| PE | DW Healthcare Small Cap Affiliates LP | [2024-03-28] | 25.3 M | |
| Filed 2023-03-27 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | DW Healthcare Partners Small Cap LP | [2022-03-31] | 132.9 M | 296.5 M |
| Offered $175,000,000 · Filed 2022-10-13 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining $42,100,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Med-Pharmex Investor LP | 2021-03-29 | 1.5 M | |
| PE | DW Healthcare Affiliates V LP | [2020-03-30] | 26.0 M | |
| Filed 2019-10-29 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| PE | DW Healthcare Partners V LP | [2020-03-30] | 1,374.1 M | |
| Offered $600,000,000 · Filed 2019-05-01 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining $600,000,000 · Duration One year or less · Net Assets Decline to Disclose | ||||
| PE | DW Healthcare Affiliates IV LP | 2018-03-27 | 1.8 M | |
| PE | DW Healthcare Partners IV B LP | [2016-03-29] | 34.0 M | 102.4 M |
| Offered $350,000,000 · Filed 2015-12-31 (D) · Exemption 506(b) · Remaining $316,000,000 · Duration One year or less · Finder's Fee $10,000 · Revenue Decline to Disclose | ||||
| PE | DW Healthcare Partners IV LP | [2016-03-29] | 159.8 M | 223.3 M |
| Offered $350,000,000 · Filed 2015-12-31 (D) · Exemption 506(b) · Remaining $190,250,000 · Duration One year or less · Finder's Fee $295,000 · Revenue Decline to Disclose | ||||
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| 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 | 2.7 |
| (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 | 2.7 |
| By Discretionary | ||
| Discretionary | 12 | 2.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 12 | 2.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.4 | |
| United States Persons | 1.3 | |
| Total | 12 | 2.7 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| John Benear | Executive Officer | 17 | 2 | |
| Andrew Carragher | Executive Officer | 13 | 2 | |
| Douglas Schillinger | Executive Officer | 13 | 2 | |
| Lance Ruud | Executive Officer | 8 | 2 | |
| Aly Champsi | Executive Officer | 8 | 2 | |
| Rodney Boone | Executive Officer | 5 | 2 | |
| Gabe Becher | Executive Officer | 2 | 1 | |
| John Benear MD | Executive Officer | 2 | 1 | |
| Ronan O'Keane | Executive Officer | 2 | 1 | |
| DW Healthcare Management IV LLC | Promoter | 2 | 1 | |
| View All | ||||
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Serves | Institutional |
| Fund Types | Private Equity |
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