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CRD 160311
NEW YORK, NY
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| WINDROSE HEALTH INVESTORS VI, L.P. | Private Equity Fund | $894M | Jul 15, 2024 | 74 | Mar 30, 2022 | reported | 021-414576 |
| WINDROSE HEALTH INVESTORS V L.P. | Private Equity Fund | $753M | Jul 15, 2024 | 60 | Nov 16, 2018 | reported | 021-321351 |
| WINDROSE HEALTH INVESTORS VI-A, L.P. | Private Equity Fund | $690M | Jul 15, 2024 | 50 | Mar 30, 2022 | reported | 021-41457601 |
| WINDROSE HEALTH INVESTORS IV, L.P. | Private Equity Fund | $289M | Jul 15, 2024 | 51 | Mar 29, 2017 | reported | 021-258278 |
| WINDROSE HEALTH INVESTORS V-A L.P. | Private Equity Fund | $287M | Jul 15, 2024 | 23 | Nov 16, 2018 | reported | 021-32135101 |
| MAROON INVESTORS, LP | Private Equity Fund | $265M | Jul 15, 2024 | 40 | Mar 29, 2024 | reported | 021-41457601 |
| MTS CELERION HOLDINGS, LLC. | Private Equity Fund | $49.0M | Oct 14, 2015 | 9 | Mar 31, 2015 | dropped | n/a |
| WINDROSE HEALTH INVESTORS III, L.P. | Private Equity Fund | $38.6M | Jul 15, 2024 | 38 | Apr 1, 2013 | reported | 021-17413 |
| WOODBURY CO-INVESTMENT, LLC | Private Equity Fund | $9.9M | Oct 14, 2015 | 17 | May 22, 2013 | dropped | n/a |
| WINDROSE HEALTH INVESTORS EXECUTIVE IV, L.P. | Private Equity Fund | $2.1M | Jul 15, 2024 | 16 | Mar 29, 2017 | reported | n/a |
| WINDROSE HEALTH INVESTORS II, LP | Private Equity Fund | $1.6M | May 13, 2020 | 41 | Feb 14, 2012 | dropped | 021-10818 |
| WINDROSE INVESTORS, LP | Private Equity Fund | $477,648 | May 13, 2020 | 24 | Feb 14, 2012 | dropped | n/a |
| MTS ANESTHESIA LLC | Private Equity Fund | $428,368 | Oct 14, 2015 | 5 | Mar 31, 2014 | dropped | n/a |
| MTS INVESTORS C, LP | Private Equity Fund | $306,709 | May 13, 2020 | 2 | Feb 14, 2012 | dropped | n/a |
| MTS-AEROCARE | Private Equity Fund | $251,147 | Oct 14, 2015 | 4 | May 22, 2013 | dropped | n/a |
| DDDS MTS LLC | Private Equity Fund | $240,387 | Oct 14, 2015 | 4 | May 22, 2013 | dropped | n/a |
| MTS INVESTORS D, LP | Private Equity Fund | $217,036 | May 13, 2020 | 1 | Feb 14, 2012 | dropped | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BURNES, CHRISTOPHER, JOSEPH | Partner | Na | yes | 01/2018 | Mar 28, 2019 | Jul 15, 2024 |
| BUZIK, ALEXANDER, NMN | Partner | Na | yes | 02/2017 | Mar 29, 2017 | Jul 15, 2024 |
| MOSES, OLIVER, TAFT | MANAGING PARTNER | D | yes | 02/2017 | Feb 14, 2012 | Jul 15, 2024 |
| PONTIUS, DAVID, MOORE | Partner | Na | yes | 01/2022 | Mar 30, 2022 | Jul 15, 2024 |
| SPICIARICH, MICHAEL, JASON | Cco | Na | yes | 03/2018 | Mar 29, 2018 | Jul 15, 2024 |
| LANE MTS HOLDINGS, LLC | Member | C | no | 01/2018 | Mar 28, 2019 | Jul 15, 2024 |
| LANE, CURTIS, SCOTT | Member | E | no | 03/2000 | Feb 14, 2012 | Jul 15, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| MAROON INVESTORS, GP, L.P. | n/a | n/a | n/a | N | yes | n/a |
| MTS HEALTH INVESTORS III GP, L.P. | n/a | n/a | n/a | N | yes | n/a |
| MTS HEALTH INVESTORS IV GP, LP | n/a | n/a | n/a | N | yes | n/a |
| MTS SECURITIES, LLC | n/a | n/a | n/a | N | yes | n/a |
| WINDROSE HEALTH INVESTORS V GP LP | n/a | n/a | n/a | N | yes | n/a |
| WINDROSE HEALTH INVESTORS VI GP LP | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 1, 2026 | $7.0B | $7.0B | 22 | 17 | 0 | 12 | n/a |
| 2024 | Mar 31, 2025 | $3.7B | $3.7B | 22 | 17 | 0 | 8 | n/a |
| 2023 | Mar 29, 2024 | $3.2B | $3.2B | 19 | 14 | 0 | 8 | $3.2B |
| 2022 | Mar 31, 2023 | $3.0B | $3.0B | 20 | 13 | 0 | 7 | $1.8B |
| 2021 | Mar 30, 2022 | $2.5B | $2.5B | 18 | 12 | 0 | 7 | $1.3B |
| 2020 | Mar 26, 2021 | $1.3B | $1.3B | 15 | 11 | 0 | 5 | $727M |
| 2019 | Mar 28, 2020 | $1.3B | $1.3B | 14 | 10 | 0 | 9 | $548M |
| 2018 | Mar 29, 2019 | $1.6B | $1.6B | 14 | 10 | 1 | 9 | $726M |
| 2017 | Mar 29, 2018 | $596M | $596M | 14 | 9 | 1 | 7 | $593M |
| 2016 | Mar 29, 2017 | $736M | $736M | 12 | 9 | n/a | 7 | $736M |
| 2015 | Mar 28, 2016 | $403M | $403M | 10 | 10 | n/a | 5 | $286M |
| 2014 | Mar 31, 2015 | $404M | $404M | 9 | 9 | n/a | 10 | $288M |
| 2013 | Mar 31, 2014 | $302M | $302M | 7 | 7 | n/a | 9 | $194M |
| 2012 | Apr 1, 2013 | $251M | $251M | 8 | 7 | n/a | 5 | $251M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $7.0B | $3.7B | 90.4% | $3.0B | 32.9% | 22 | 22 | 0 | 0 |