DBA: EW HEALTHCARE PARTNERS
| Total AUM | $2.06B |
| Discretionary | $2.06B100% of AUM |
| Client Accounts | 19 |
| Avg Account Size | $108.5M |
| Employees | 13 |
| Peak AUM | $3.22BApr 2021 |
| AUM CAGR | +1.0% /yrover 14 yrs · 26 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.1B | +0.6% | 0.4% | 8.4% | |
| Discretionary AUM | $2.1B | ||||
| Total AUM | $2.06B |
| Discretionary | $2.06B |
| Employees | 13 |
| Client Accounts | 19 |
Address
21 WATERWAY AVENUE
THE WOODLANDS TX 77380-3099
Phone
281-364-1555
Filing History
26 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$2.1B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
Total AUM
$2.1B
| +0.6% |
| 0.4% |
| 8.4% |
| Total Accounts | 19 | 0.0% | 1.7% | 1.9% |
| Avg Account Size | $108M | +0.6% | +1.4% | 6.6% |
| Employees | 13 | 18.8% | 10.3% | 8.1% |
| AUM / Employee | $159M | +23.8% | +11.0% | 0.3% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $2.1B | +0.6% | 0.4% | 8.4% | |
Client Count Segments | |||||
| Pooled / Fund | 19 | 0.0% | 1.7% | 1.9% | |