DW MANAGEMENT SERVICES, L.L.C.

DW MANAGEMENT SERVICES, L.L.C. of PARK CITY, UT is an SEC-registered investment adviser (CRD 160555). Regulatory assets under management: $2.7B.

Registration

Business model

Compensation: % of AUM, Performance, Other.

Clients served: Investment cos, Other.

Officers, owners & control persons (20)

NameRoleLocation
Aly Khan ChampsiMANAGING DIRECTOR; MANAGING MEMBERToronto, A6
Lance Clark RuudMANAGING DIRECTOR; MANAGING MEMBER; TRUSTEE OF LANCE C. RUUD AND KIMBERLY F. RUUD FAMILY TRUST DATED DECEMBER 23, 1999—
John Benjamin BenearMANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER; MANAGING MEMBER; TRUSTEE—
Andrew Colin CarragherMANAGING PARTNER; MANAGING MEMBER—
Douglas Kurt SchillingerMANAGING DIRECTOR; MANAGING MEMBER—
Kimberly F RuudTRUSTEE OF LANCE C. RUUD AND KIMBERLY F. RUUD FAMILY TRUST DATED DECEMBER 23, 1999—
Richard William WilhelmCHIEF FINANCIAL OFFICER—
RUUD LANCE CMANAGING MEMBER; TRUSTEE—
BENEAR JOHN BMANAGING MEMBER AND CHIEF COMPLIANCE OFFICER; TRUSTEE—
CARRAGHER ANDREW CMANAGING MEMBER—
SCHILLINGER DOUGLASMANAGING MEMBER—
BOONE RODNEY EUGENEMANAGING MEMBER—
RUUD KIMBERLY FTRUSTEE; TRUSTEE OF LANCE C. RUUD AND KIMBERLY F. RUUD FAMILY TRUST DATED DECEMBER 23, 1999—
CHAMPSI ALY KHANMANAGING DIRECTOR; MANAGING MEMBER; MANAGING MEMBER; SHAREHOLDER—
RUUD LANCE CLARKMANAGING DIRECTOR; MANAGING MEMBER; TRUSTEE OF LANCE C. RUUD AND KIMBERLY F. RUUD FAMILY TRUST DATED DECEMBER 23, 1999—
BENEAR JOHN BENJAMINMANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER; MANAGING MEMBER; TRUSTEE—
CARRAGHER ANDREW COLINMANAGING PARTNER; MANAGING MEMBER—
SCHILLINGER DOUGLAS KURTMANAGING DIRECTOR; MANAGING MEMBER—
WILHELM RICHARD WILLIAMCHIEF FINANCIAL OFFICER—
Kimberly F. RuudTRUSTEE OF LANCE C. RUUD AND KIMBERLY F. RUUD FAMILY TRUST DATED DECEMBER 23, 1999—

Private funds (12)

FundTypeFormedOwnersGross asset valueMin investment
DW HEALTHCARE PARTNERS V, L.P.Private Equity FundCayman Islands91$1.4B$1.0M
DW HEALTHCARE PARTNERS VI, L.P.Private Equity FundDelaware59$365.3M$5.0M
DW HEALTHCARE PARTNERS SMALL CAP, L.P.Private Equity FundDelaware46$296.5M$5.0M
DW HEALTHCARE PARTNERS MLG CV, L.P.Private Equity FundDelaware37$290.8M—
DW HEALTHCARE PARTNERS IV, L.P.Private Equity FundDelaware31$223.3M$750K
DW HEALTHCARE PARTNERS IV (B), L.P.Private Equity FundDelaware17$102.4M$750K
DW HEALTHCARE AFFILIATES V, L.P.Private Equity FundCayman Islands29$26.0M$50K
DW HEALTHCARE SMALL CAP AFFILIATES, L.P.Private Equity FundDelaware31$25.3M$49K
DW HEALTHCARE PARTNERS III, L.P.Private Equity FundDelaware27$24.7M$500K
DW HEALTHCARE PARTNERS III (B), L.P.Private Equity FundDelaware9$6.3M$5.0M
DW HEALTHCARE AFFILIATES IV, L.P.Private Equity FundDelaware11$1.8M$35K
DW HEALTHCARE AFFILIATES III, L.P.Private Equity FundDelaware17$531K$30K

Branch offices (2)

CityStateEmployeesPhone
TORONTO—17416-583-2420
TORONTO—17416-583-2420

More on this firm