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Building 2EW HEALTHCARE PARTNERS

Map pinTHE WOODLANDS, TX
Phone281-364-1555
NotebookSEC #801-73888
Total AUM
$2.1B
Employees
13
Clients
19

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
21 WATERWAY AVENUE
SUITE 150
THE WOODLANDS
TX 77380-3099
United States
Operating Hours
8 AM - 5 PM
Monday - Friday
Phone
281-364-1555
Other Offices
2

ReceiptFinancials

Total AUM
$2.1B
Accounts
19
Discretionary
$2.1B
Accounts
19
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
19
AUM
$2.1B

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
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
NYTX

HandshakeAffiliates

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Affiliates
Reported 14 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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