{ "crd_number": 160555, "slug": "dw-healthcare-partners-park-city-ut-160555", "primary_business_name": "DW HEALTHCARE PARTNERS", "legal_name": "DW MANAGEMENT SERVICES, L.L.C.", "dbas": [], "city": "Park City", "state": "UT", "country": "United States", "cbsa_code": "25720", "metro": null, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2012-03-30", "years_registered": 14, "period": "2026-10-01", "filing_date": "2026-05-11", "carried_forward": false, "raum_total": 2737032573.0, "raum_discretionary": 2737032573.0, "raum_non_discretionary": 0.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 34, "advisory_employees": 29, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 2737032573.0, "count": 12 } }, "compensation_types": [ "other", "percentage_of_aum", "performance_based" ], "advisory_activities": [ "other", "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "UT" ], "websites": [ "https://dwhp.com", "https://linkedin.com/company/dw-healthcare-partners" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/160555", "city_as_filed": "PARK CITY", "url": "https://advisorcensus.com/firm/dw-healthcare-partners-park-city-ut-160555", "display_name": "DW Healthcare Partners", "summary": "DW Healthcare Partners is an SEC-registered investment advisory firm in Park City, UT, registered since 2012, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated May 11, 2026.", "citation": "AdvisorCensus. DW Healthcare Partners (CRD 160555): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Performance-based fees", "Other" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)", "Other" ], "quick_answers": [ { "q": "How is DW Healthcare Partners compensated?", "a": "On its Form ADV (Item 5.E, October 2026), DW Healthcare Partners reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is DW Healthcare Partners located?", "a": "DW Healthcare Partners' principal office is in Park City, UT, according to its Form ADV; the June 2026 filing also lists 1 other office (Schedule D, Section 1.F)." }, { "q": "Is DW Healthcare Partners registered with the SEC or a state?", "a": "DW Healthcare Partners is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 160555." }, { "q": "How much does DW Healthcare Partners manage?", "a": "DW Healthcare Partners reports $2,737,032,573 in regulatory assets under management in its Form ADV filing dated May 11, 2026 (100% discretionary)." }, { "q": "How have DW Healthcare Partners' assets and staff changed since 2021?", "a": "In the Form ADV data for DW Healthcare Partners: Regulatory assets under management: $1,301,057,555 in the October 2021 data and $2,737,032,573 in the October 2026 data, up 110%. Total employees: 28 in October 2021 and 34 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does DW Healthcare Partners serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (12)." }, { "q": "Does DW Healthcare Partners report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/160555" }, { "q": "What changed in DW Healthcare Partners' recent Form ADV filings?", "a": "In the April 2026 filing data: Employees performing advisory functions went from 33 to 29. Regulatory assets under management went from $1,881,275,316 to $2,737,032,573 (+45%)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 1301057555.0, "total_employees": 28, "filing_date": "2021-05-20" }, { "period": "2022-10-01", "regulatory_assets_under_management": 1278928842.0, "total_employees": 29, "filing_date": "2022-05-06" }, { "period": "2023-10-01", "regulatory_assets_under_management": 1308076951.0, "total_employees": 36, "filing_date": "2023-05-11" }, { "period": "2024-10-01", "regulatory_assets_under_management": 1538053907.0, "total_employees": 38, "filing_date": "2024-05-03" }, { "period": "2025-10-01", "regulatory_assets_under_management": 1881275316.0, "total_employees": 38, "filing_date": "2025-05-05" }, { "period": "2026-10-01", "regulatory_assets_under_management": 2737032573.0, "total_employees": 34, "filing_date": "2026-05-11" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 33 to 29.", "Regulatory assets under management went from $1,881,275,316 to $2,737,032,573 (+45%)." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/dw-healthcare-partners-park-city-ut-160555.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 12, "fewer_than_5": false, "raum": 2737032573.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/160555", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }