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DW MANAGEMENT SERVICES, L.L.C., CRD 160555
PARK CITY, UT
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 |
|---|---|---|---|---|---|---|---|
| DW HEALTHCARE PARTNERS V, L.P. | Private Equity Fund | $924M | May 3, 2024 | 76 | Mar 30, 2020 | reported | 021-338515 |
| DW HEALTHCARE PARTNERS SMALL CAP, L.P. | Private Equity Fund | $219M | May 3, 2024 | 35 | Mar 31, 2022 | reported | 021-417037 |
| DW HEALTHCARE PARTNERS IV, L.P. | Private Equity Fund | $197M | May 3, 2024 | 24 | Mar 29, 2016 | reported | 021-254311 |
| DW HEALTHCARE PARTNERS IV (B), L.P. | Private Equity Fund | $90.5M | May 3, 2024 | 15 | Mar 29, 2016 | reported | 021-254316 |
| DW HEALTHCARE PARTNERS III, L.P. | Private Equity Fund | $57.3M | May 3, 2024 | 25 | Feb 9, 2012 | reported | 021-171255 |
| DW HEALTHCARE PARTNERS, LP | Private Equity Fund | $44.0M | Apr 26, 2013 | 40 | Feb 9, 2012 | dropped | 021-50422 |
| DW HEALTHCARE SMALL CAP AFFILIATES, L.P. | Private Equity Fund | $18.7M | May 3, 2024 | 29 | Mar 28, 2024 | reported | 021-477017 |
| DW HEALTHCARE PARTNERS III (B), L.P. | Private Equity Fund | $15.2M | May 3, 2024 | 10 | Mar 5, 2013 | reported | 021-171255 |
| DW HEALTHCARE AFFILIATES V, L.P. | Private Equity Fund | $14.0M | May 3, 2024 | 26 | Mar 30, 2020 | reported | 021-352101 |
| DW HEALTHCARE PARTNERS II, L.P. | Private Equity Fund | $11.7M | May 11, 2023 | 29 | Feb 9, 2012 | reported | n/a |
| DW HEALTHCARE AFFILIATES IV, L.P. | Private Equity Fund | $1.6M | May 3, 2024 | 10 | Mar 27, 2018 | reported | n/a |
| MED-PHARMEX INVESTOR, LP | Private Equity Fund | $1.5M | May 3, 2024 | 6 | Mar 29, 2021 | reported | n/a |
| DW HEALTHCARE AFFILIATES III, L.P. | Private Equity Fund | $1.1M | May 3, 2024 | 17 | Feb 9, 2012 | reported | n/a |
| DW HEALTHCARE PARTNERS, LP LIQUIDATING TRUST | Private Equity Fund | $893,443 | May 6, 2022 | 39 | Mar 26, 2014 | dropped | 021-50422 |
| DW HEALTHCARE AFFILIATES II, L.P. | Private Equity Fund | $249,986 | May 11, 2023 | 16 | Feb 9, 2012 | reported | 021-97113 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BENEAR, JOHN, BENJAMIN | Trustee | F | yes | 08/2002 | Feb 9, 2012 | May 3, 2024 |
| BENEAR, JOHN, BENJAMIN | MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER; MANAGING MEMBER | Na | yes | 01/2003 | Feb 9, 2012 | May 3, 2024 |
| CARRAGHER, ANDREW, COLIN | MANAGING PARTNER; MANAGING MEMBER | C | yes | 01/2003 | Feb 9, 2012 | May 3, 2024 |
| CHAMPSI, ALY, KHAN | MANAGING DIRECTOR; MANAGING MEMBER | B | yes | 01/2020 | Mar 30, 2020 | May 3, 2024 |
| RUUD, LANCE, CLARK | TRUSTEE OF LANCE C. RUUD AND KIMBERLY F. RUUD FAMILY TRUST DATED DECEMBER 23, 1999 | B | yes | 12/1999 | Feb 9, 2012 | May 3, 2024 |
| SCHILLINGER, DOUGLAS, KURT | MANAGING DIRECTOR; MANAGING MEMBER | B | yes | 11/2006 | Feb 9, 2012 | May 3, 2024 |
| THE JOHN B. BENEAR, II TRUST U/A/D 8/28/02 | Member | E | yes | 08/2002 | Feb 9, 2012 | May 3, 2024 |
| WILHELM, RICHARD, WILLIAM | CHIEF FINANCIAL OFFICER | Na | yes | 01/2023 | Mar 30, 2023 | May 3, 2024 |
| JB CAPITAL, LLC | NON-MANAGING MEMBER | C | no | 01/2003 | Feb 9, 2012 | May 3, 2024 |
| LANCE C. RUUD AND KIMBERLY F. RUUD FAMILY TRUST DATED DECEMBER 23,1999 | NON-MANAGING MEMBER | B | no | 11/2006 | Feb 9, 2012 | May 3, 2024 |
| RUUD, KIMBERLY, F. | TRUSTEE OF LANCE C. RUUD AND KIMBERLY F. RUUD FAMILY TRUST DATED DECEMBER 23, 1999 | B | no | 12/1999 | Feb 9, 2012 | May 3, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| DW HEALTHCARE MANAGEMENT III, L.L.C. | n/a | n/a | n/a | N | yes | n/a |
| DW HEALTHCARE MANAGEMENT IV, L.P. | n/a | n/a | n/a | N | yes | n/a |
| DW HEALTHCARE MANAGEMENT SMALL CAP, L.P. | n/a | n/a | n/a | N | yes | n/a |
| DW HEALTHCARE MANAGEMENT V, L.P. | n/a | n/a | n/a | N | yes | n/a |
| MED-PHARMEX INVESTOR GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Toronto | n/a | Canada | 19 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 25, 2026 | $2.7B | $2.7B | 34 | 29 | 1 | 12 | n/a |
| 2024 | Mar 30, 2025 | $1.9B | $1.9B | 38 | 33 | 1 | 12 | n/a |
| 2023 | Mar 28, 2024 | $1.5B | $1.5B | 38 | 33 | 1 | 11 | $1.5B |
| 2022 | Mar 30, 2023 | $1.3B | $1.3B | 36 | 31 | 1 | 12 | $1.3B |
| 2021 | Mar 31, 2022 | $1.3B | $1.3B | 29 | 26 | 1 | 13 | $1.3B |
| 2020 | Mar 29, 2021 | $1.3B | $1.3B | 28 | 25 | 1 | 12 | $1.3B |
| 2019 | Mar 30, 2020 | $1.4B | $1.4B | 25 | 19 | 0 | 11 | $1.3B |
| 2018 | Mar 28, 2019 | $643M | $643M | 25 | 19 | 1 | 9 | $599M |
| 2017 | Mar 27, 2018 | $814M | $814M | 25 | 19 | 1 | 9 | $725M |
| 2016 | Mar 28, 2017 | $745M | $745M | 23 | 17 | n/a | 8 | $666M |
| 2015 | Mar 29, 2016 | $619M | $619M | 21 | 15 | n/a | 8 | $565M |
| 2014 | Mar 25, 2015 | $537M | $537M | 19 | 15 | n/a | 6 | $462M |
| 2013 | Mar 26, 2014 | $550M | $550M | 17 | 15 | n/a | 6 | $475M |
| 2012 | Mar 5, 2013 | $494M | $494M | 17 | 15 | n/a | 6 | $494M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $2.7B | $1.9B | 45.5% | $1.3B | 27.9% | 34 | 38 | 1 | 1 |