ESSEX WOODLANDS MANAGEMENT, INC.

CRD

158263

SEC file #

801-73888

EIN

200389009

DBA names

Ew Healthcare Partners

Economics

AUM

$2.06B

AUM band

$1B+

AUM trajectory

'20 · $2.52B

'21 · $2.88B

'22 · $3.22B

'23 · $2.30B

'25 · $2.05B

'26 · $2.06B

'20'26

$2.52B → $2.06B▼ -18%

sec adv history

Client mix

Pooled Investment Vehicles

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 15 advisors

'21 · 16 advisors

'22 · 14 advisors

'23 · 14 advisors

'25 · 15 advisors

'26 · 13 advisors

'20'26

15 advisors → 13 advisors▼ -13%

sec adv history

Primary office

THE WOODLANDS TX

Branches

—

Custodian & Brokerage

Primary custodian

Folio Institutionalmedium confidence

adv brochure

Services offered

Portfolio mgmt — pooled vehiclesOther Advisory Services

Fee basis

% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing

03/26/2026

ADV-W filed at

—

Website

ewhealthcare.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

SUTTER, MARTIN, PAUL

Top Owner Pct

37.5

Top Owner Entity Kind

Owner Count

Control Persons

SUTTER, MARTIN, PAUL

THANGARAJ, IMMANUEL, NMN

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

EWHEALTHCARE.COM

Rdap Domain Creation Date

2016-01-27T16:49:28Z

Rdap Firm Age Years

Rdap Firm Age Band

10-20y

Rdap Registrar

Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0001542339

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2012-02-14

Edgar Last Filing Date

2026-05-04

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-05-04

Accession0000908834-26-000206

Edgar Former Names

Essex Woodlands Health Ventures, Inc.

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Window

Folio Institutional

Full

E*trade	4
Folio Institutional	1

adv brochure

Edgar Addresses

Mailing

21 WATERWAY AVESTE 150THE WOODLANDS, TX 77380

Business

21 WATERWAY AVESTE 150THE WOODLANDS, TX 77380

Edgar EIN

200389009

Edgar Recent Filings

13F-HR2026-05-04 · 0000908834-26-000206

13F-HR2026-02-04 · 0000908834-26-000038

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2036-01-27T16:49:28Z

Rdap Domain Last Changed

2026-01-28T06:53:07Z

Rdap Nameservers

Kirk.ns.cloudflare.comSharon.ns.cloudflare.com

Rdap Secure Dns Enabled

Rdap Status

Client Transfer Prohibited

Top Owner CRD

6029921

Trust Company Affiliate