DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
D• H••••••••• P•••••••
Legal name D• M••••••••• S•••••••• L•••••
Latest filing May 11, 2026
First filing on the tape Feb 9, 2012 · 24 filings
SEC status approved since Mar 30, 2012
RAUM
$2.7B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
34
29 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
12
reported on Schedule D
History
24 filings and snapshots on the tape
RAUM$2.7B as of May 11, 2026
Mar 5, 2013$494M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 11, 2026
Mar 5, 20130 then
Employees (5.A)34 as of May 11, 2026
Mar 5, 201317 then
Private funds12 as of May 11, 2026
Mar 5, 20136 then
RAUM +45% over the last fiscal year+28% a year over threeIARs 0 to 0
Practice profile
derived from the filing of May 11, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $228MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +45%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehicles, otherreportedItem 5.G
- Custody
- yesreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$2.7B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 12reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
15 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| D• H••••••••• P••••••• V• L••• | Private Equity Fund | $924M | 76 | Mar 30, 2020 |
| D• H••••••••• P••••••• S•••• C••• L••• | Private Equity Fund | $219M | 35 | Mar 31, 2022 |
| D• H••••••••• P••••••• I•• L••• | Private Equity Fund | $197M | 24 | Mar 29, 2016 |
| D• H••••••••• P••••••• I• ••• L••• | Private Equity Fund | $90.5M | 15 | Mar 29, 2016 |
| D• H••••••••• P••••••• I••• L••• | Private Equity Fund | $57.3M | 25 | Feb 9, 2012 |
| D• H••••••••• P•••••••• L•no longer reported | Private Equity Fund | $44.0M | 40 | Feb 9, 2012 |
| D• H••••••••• S•••• C•• A••••••••• L••• | Private Equity Fund | $18.7M | 29 | Mar 28, 2024 |
| D• H••••••••• P••••••• I•• ••• L••• | Private Equity Fund | $15.2M | 10 | Mar 5, 2013 |
| D• H••••••••• A••••••••• V• L••• | Private Equity Fund | $14.0M | 26 | Mar 30, 2020 |
| D• H••••••••• P••••••• I•• L••• | Private Equity Fund | $11.7M | 29 | Feb 9, 2012 |
| D• H••••••••• A••••••••• I•• L••• | Private Equity Fund | $1.6M | 10 | Mar 27, 2018 |
| M••••••••• I•••••••• L• | Private Equity Fund | $1.5M | 6 | Mar 29, 2021 |
| D• H••••••••• A••••••••• I••• L••• | Private Equity Fund | $1.1M | 17 | Feb 9, 2012 |
| D• H••••••••• P•••••••• L• L••••••••• T••••no longer reported | Private Equity Fund | $893,443 | 39 | Mar 26, 2014 |
| D• H••••••••• A••••••••• I•• L••• | Private Equity Fund | $249,986 | 16 | Feb 9, 2012 |
Owners and control persons
Schedule A and B, latest filing
- B•••••• J•••• B••••••• · Managing Director, Chief Compliance Officer; Managing Membercontrolsince 01/2003 · owns less than 5%
- C••••••••• A•••••• C•••• · Managing Partner; Managing Membercontrolsince 01/2003 · owns 25% to 50%
- C••••••• A••• K••• · Managing Director; Managing Membercontrolsince 01/2020 · owns 10% to 25%
- R•••• L••••• C•••• · Trustee Of L•••• C. R••• And K••••••• F. R••• Family Trust D•••• D••••••• 23, 1•••controlsince 12/1••• · owns 10% to 25%
- S••••••••• D••••••• K••• · Managing Director; Managing Membercontrolsince 11/2006 · owns 10% to 25%
- W••••••• R••••••• W•••••• · Chief Financial Officercontrolsince 01/2023 · owns less than 5%
- B•••••• J•••• B••••••• · Trusteecontrolsince 08/2002 · owns F of T•• J••• B• B•••••• I• T•••• U•••• 8••••••
- R•••• K•••••••• F• · Trustee Of L•••• C. R••• And K••••••• F. R••• Family Trust D•••• D••••••• 23, 1•••since 12/1••• · owns 10% to 25%
Entity owners
- T•• J••• B• B•••••• I• T•••• U•••• 8•••••• · Memberindirect · owns 75% or more of J• C••••••• L••
- J• C••••••• L•• · Non-Managing Memberdirect · owns 25% to 50%
- L•••• C• R••• A•• K••••••• F• R••• F••••• T•••• D•••• D••••••• 2•••••• · Non-Managing Memberdirect · owns 10% to 25%
Related persons
Schedule D 7.A
- D• H••••••••• M••••••••• I••• L•••••pooled vehicle sponsorn
- D• H••••••••• M••••••••• I•• L•••pooled vehicle sponsorn
- D• H••••••••• M••••••••• S•••• C••• L•••pooled vehicle sponsorn
- D• H••••••••• M••••••••• V• L•••pooled vehicle sponsorn
- M••••••••• I••••••• G•• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Toronto, Canada19 employees
What changed
consecutive filings, newest first
- Advisory employees · 33 to 29May 5, 2025 to Mar 25, 2026
- Employees · 38 to 34May 5, 2025 to Mar 25, 2026
- Discretionary RAUM · $1.9B to $2.7BMay 5, 2025 to Mar 25, 2026
- Pooled vehicle RAUM · $1.9B to $2.7BMay 5, 2025 to Mar 25, 2026
- RAUM · $1.9B to $2.7BMay 5, 2025 to Mar 25, 2026
- Financial planning clients · unset to Mar 30, 2025 to May 5, 2025
- Accounts · 11 to 12May 3, 2024 to Mar 30, 2025
- Pooled vehicle clients · 11 to 12May 3, 2024 to Mar 30, 2025
- Private funds · 11 to 12May 3, 2024 to Mar 30, 2025
- Discretionary RAUM · $1.5B to $1.9BMay 3, 2024 to Mar 30, 2025
- Pooled vehicle RAUM · $1.5B to $1.9BMay 3, 2024 to Mar 30, 2025
- RAUM · $1.5B to $1.9BMay 3, 2024 to Mar 30, 2025
- Accounts · 12 to 11May 11, 2023 to Mar 28, 2024
- Advisory employees · 31 to 33May 11, 2023 to Mar 28, 2024
- Pooled vehicle clients · 12 to 11May 11, 2023 to Mar 28, 2024
- Employees · 36 to 38May 11, 2023 to Mar 28, 2024
- Private funds · 12 to 11May 11, 2023 to Mar 28, 2024
- Discretionary RAUM · $1.3B to $1.5BMay 11, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $1.3B to $1.5BMay 11, 2023 to Mar 28, 2024
- RAUM · $1.3B to $1.5BMay 11, 2023 to Mar 28, 2024
- Legal name · D• M••••••••• S•••••••• L•• to DW MANAGEMENT SERVICES, L.L.C.Mar 30, 2023 to May 11, 2023
- Accounts · 13 to 12May 6, 2022 to Mar 30, 2023
- Advisory employees · 26 to 31May 6, 2022 to Mar 30, 2023
- Pooled vehicle clients · 13 to 12May 6, 2022 to Mar 30, 2023
- Employees · 29 to 36May 6, 2022 to Mar 30, 2023
- Private funds · 13 to 12May 6, 2022 to Mar 30, 2023
- Discretionary RAUM · $1.3B to $1.3BMay 6, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $1.3B to $1.3BMay 6, 2022 to Mar 30, 2023
- RAUM · $1.3B to $1.3BMay 6, 2022 to Mar 30, 2023
- Accounts · 12 to 13May 20, 2021 to Mar 31, 2022
- Advisory employees · 25 to 26May 20, 2021 to Mar 31, 2022
- Pooled vehicle clients · 12 to 13May 20, 2021 to Mar 31, 2022
- Employees · 28 to 29May 20, 2021 to Mar 31, 2022
- Private funds · 12 to 13May 20, 2021 to Mar 31, 2022
- Discretionary RAUM · $1.3B to $1.3BMay 20, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $1.3B to $1.3BMay 20, 2021 to Mar 31, 2022
- RAUM · $1.3B to $1.3BMay 20, 2021 to Mar 31, 2022
- Business name · D• M••••••••• S•••••••• L•• to D• H••••••••• P•••••••Mar 29, 2021 to May 20, 2021
- Accounts · 13 to 12Mar 30, 2020 to Mar 29, 2021
- Advisory employees · 19 to 25Mar 30, 2020 to Mar 29, 2021
Signals
5 dated events
- D• H••••••••• P••••••• reported RAUM $2.7B, up 45% from $1.9B (2025-05-05 to 2026-03-25)Mar 25, 2026 · RAUM change · derived
- William Richard Wilhelm (Chief Financial Officer) appeared on Schedule A of D• H••••••••• P•••••••Mar 30, 2023 · Control person joined · fact
- D• H••••••••• P••••••• reported RAUM $1.4B, up 111% from $643.4M (2019-05-02 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- Khan Aly Champsi (Managing Member) appeared on Schedule A of D• H••••••••• P•••••••Mar 30, 2020 · Control person joined · fact
- Eugene Rodney Boone (Managing Member) no longer on Schedule A of D• H••••••••• P••••••• (listed 2018-03-27, absent 2019-03-28)Mar 28, 2019 · Control person left · inference
Across DFX
shared identifiers only, never a name match
- D• H••••••••• P••••••• · Independent Sponsorsshared crd · capital_provider
- D• H••••••••• P••••••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/dw-healthcare-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- dwhp.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 435-645-4050reportedpublic record, Form ADV, May 11, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026