{ "crd_number": 158263, "slug": "ew-healthcare-partners-the-woodlands-tx-158263", "primary_business_name": "EW HEALTHCARE PARTNERS", "legal_name": "ESSEX WOODLANDS MANAGEMENT, INC.", "dbas": [], "city": "The Woodlands", "state": "TX", "country": "United States", "cbsa_code": "26420", "metro": { "cbsa_code": "26420", "common_name": "Houston", "msa_name": "Houston-Pasadena-The Woodlands, TX", "path": "/advisors/tx/houston" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2012-03-20", "years_registered": 14, "period": "2026-10-01", "filing_date": "2026-05-12", "carried_forward": false, "raum_total": 2060670542.0, "raum_discretionary": 2060670542.0, "raum_non_discretionary": 0.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 13, "advisory_employees": 13, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 2060670542.0, "count": 19 } }, "compensation_types": [ "other", "percentage_of_aum", "performance_based" ], "advisory_activities": [ "other", "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 3, "states_registered": [ "NY", "TX" ], "websites": [ "https://ewhealthcare.com", "https://linkedin.com/company/ew-healthcare" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/158263", "disclosure_items": [ { "item": "11.C(2)", "question": "Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?" }, { "item": "11.C(4)", "question": "Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?" }, { "item": "11.C(5)", "question": "Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?" } ], "city_as_filed": "THE WOODLANDS", "url": "https://advisorcensus.com/firm/ew-healthcare-partners-the-woodlands-tx-158263", "display_name": "EW Healthcare Partners", "summary": "EW Healthcare Partners is an SEC-registered investment advisory firm in The Woodlands, TX, registered since 2012, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated May 12, 2026.", "citation": "AdvisorCensus. EW Healthcare Partners (CRD 158263): 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 EW Healthcare Partners compensated?", "a": "On its Form ADV (Item 5.E, October 2026), EW 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 EW Healthcare Partners located?", "a": "EW Healthcare Partners' principal office is in The Woodlands, TX, according to its Form ADV; the June 2026 filing also lists 2 other offices (Schedule D, Section 1.F)." }, { "q": "Is EW Healthcare Partners registered with the SEC or a state?", "a": "EW Healthcare Partners is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 158263." }, { "q": "How much does EW Healthcare Partners manage?", "a": "EW Healthcare Partners reports $2,060,670,542 in regulatory assets under management in its Form ADV filing dated May 12, 2026 (100% discretionary)." }, { "q": "How have EW Healthcare Partners' assets and staff changed since 2021?", "a": "In the Form ADV data for EW Healthcare Partners: Regulatory assets under management: $3,216,412,991 in the October 2021 data and $2,060,670,542 in the October 2026 data, down 36%. Total employees: 20 in October 2021 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does EW 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) (19)." }, { "q": "Does EW Healthcare Partners report any disciplinary disclosures?", "a": "Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.C(2) (SEC or CFTC finding of a violation), 11.C(4) (SEC or CFTC order), and 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/158263" }, { "q": "What changed in EW Healthcare Partners' recent Form ADV filings?", "a": "In the April 2026 filing data: Employees performing advisory functions went from 15 to 13. Updated its list of owners and control persons (Schedule A)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 3216412991.0, "total_employees": 20, "filing_date": "2021-04-30" }, { "period": "2022-10-01", "regulatory_assets_under_management": 2300635070.0, "total_employees": 19, "filing_date": "2022-06-23" }, { "period": "2023-10-01", "regulatory_assets_under_management": 2083350390.0, "total_employees": 18, "filing_date": "2023-09-26" }, { "period": "2024-10-01", "regulatory_assets_under_management": 2235477805.0, "total_employees": 17, "filing_date": "2024-07-03" }, { "period": "2025-10-01", "regulatory_assets_under_management": 2048300975.0, "total_employees": 16, "filing_date": "2025-05-06" }, { "period": "2026-10-01", "regulatory_assets_under_management": 2060670542.0, "total_employees": 13, "filing_date": "2026-05-12" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 15 to 13.", "Updated its list of owners and control persons (Schedule A)." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/ew-healthcare-partners-the-woodlands-tx-158263.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 19, "fewer_than_5": false, "raum": 2060670542.0 } ], "disclosure_line": "Reports 3 disclosure items on Form ADV Item 11.", "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/158263", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }