DW MANAGEMENT SERVICES, L.L.C.

CRD

160555

SEC file #

801-73231

EIN

—

DBA names

Dw Healthcare Partners

Economics

AUM

$2.74B

AUM band

$1B+

AUM trajectory

'20 · $643.4M

'21 · $1.36B

'22 · $1.30B

'23 · $1.28B

'25 · $1.88B

'26 · $2.74B

'20'26

$643.4M → $2.74B▲ +325%

sec adv history

Client mix

Pooled Investment Vehicles

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 19 advisors

'21 · 19 advisors

'22 · 25 advisors

'23 · 26 advisors

'25 · 33 advisors

'26 · 29 advisors

'20'26

19 advisors → 29 advisors▲ +53%

sec adv history

Primary office

PARK CITY UT

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

03/25/2026

ADV-W filed at

—

Website

dwhp.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

CARRAGHER, ANDREW, COLIN

Top Owner Pct

37.5

Top Owner Entity Kind

Owner Count

Control Persons

CARRAGHER, ANDREW, COLIN

JB CAPITAL, LLC

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

DWHP.COM

Rdap Domain Creation Date

2002-01-10T18:44:18Z

Rdap Firm Age Years

Rdap Firm Age Band

20+y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Registered

sec edgar

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (14)

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

Wells Fargo	18
E*trade	4
Folio Institutional	1

adv brochure

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2027-01-10T18:44:18Z

Rdap Domain Last Changed

2025-01-11T15:15:45Z

Rdap Nameservers

Ns75.domaincontrol.comNs76.domaincontrol.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Top Owner CRD

5340501

Trust Company Affiliate