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Building 2DW HEALTHCARE PARTNERS

Map pinPARK CITY, UT
Phone435-645-4050
NotebookSEC #801-73231
Total AUM
$2.7B
Employees
34
Clients
12

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1413 CENTER DRIVE
STE. 220
PARK CITY
UT 84098-7401
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
435-645-4050
Other Offices
1

ReceiptFinancials

Total AUM
$2.7B
Accounts
12
Discretionary
$2.7B
Accounts
12
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
12
AUM
$2.7B

Briefcase businessServices

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Services Offered
Other ServicesPooled Vehicle Portfolio Management
Other Services
PORTFOLIO COMPANY MANAGEMENT SERVICES
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
SEE SCHEDULE D - MISCELLANEOUS

Shield checkCompliance

Disclosures

None reported

State Registrations
UT

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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