← Directory
DW HEALTHCARE PARTNERS
Legal name: DW MANAGEMENT SERVICES, L.L.C.
CRD 160555File 801-73231
APPROVED
Custody
Filing as of May 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.74B
Top 25% of cohort (national)
Discretionary AUM
$2.74B
Clients
12
12 accounts
Employees
34
Top 10% of cohort in UT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Mar 30, 2012
- Principal office
- 1413 CENTER DRIVE, STE. 220, PARK CITY, UT, 84098-7401
- Phone
- 435-645-4050
- Website
- https://www.dwhp.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.74B
- Discretionary AUM
- $2.74B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 12
- Non-discretionary accounts
- 0
- Total accounts
- 12
- AUM per client
- $228.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 12 | $2.74B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — SEE SCHEDULE D - MISCELLANEOUS
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.