Firm profile

Dw Healthcare Partners

PARK CITY, UTCRD 160555Registration Status: ApprovedEffective since March 30, 2012SEC # 801-73231Latest ADV May 11, 2026

Dw Healthcare Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Park City, UT. Its latest Form ADV filing, dated May 11, 2026, reports $2.7B in regulatory assets under management, 34 employees, 2 offices, and 12 accounts.

Assets Under Management
$2.7B
Employees
34
Offices
2 offices
Total Clients
12

Associated firm names

5 names listed
  • DW HEALTHCARE PARTNERS
  • DWHP MANAGEMENT SERVICES (CANADA) ULCRelying adviser
  • DWHP
  • DW MANAGEMENT SERVICES, LLC

Leadership

2 roles identified
CCOJohn B. Benear
CFORichard W. Wilhelm

Advisory services offered

2 types reported
Other advisory services
Portfolio management for pooled investment vehicles

Fee models offered

3 types reported
Asset based fees
Other fee arrangements
Performance-based fees

Offices & Contact

Primary office

PARK CITY, Utah, United States

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Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

Utah

PARK CITYPrimary office

Canada

TORONTO

2 office records listed · 2 total offices reported. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$2.7Bas of May 11, 2026
Discretionary100.0%
$2.7B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
12

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$2.7B
Total Accounts12
10Y AUM Change+$2.0B (+267.3%)

Private Funds

Private funds reported by Dw Healthcare Partners

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Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees34
Clients per Employee0:1
10Y Employee Change+11 (+47.8%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.


Ownership

Reported direct and indirect ownership ranges

Each range applies to a separate reported relationship and should not be added together.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%
JB CAPITAL, LLCDirect owner · Schedule AInterest in DW HEALTHCARE PARTNERS
25% to < 50%
ANDREW COLIN CARRAGHERDirect owner · Schedule AInterest in DW HEALTHCARE PARTNERS
25% to < 50%
LANCE C. RUUD AND KIMBERLY F. RUUD FAMILY TRUST DATED DECEMBER 23,1999Direct owner · Schedule AInterest in DW HEALTHCARE PARTNERS
10% to < 25%
DOUGLAS KURT SCHILLINGERDirect owner · Schedule AInterest in DW HEALTHCARE PARTNERS
10% to < 25%
ALY KHAN CHAMPSIDirect owner · Schedule AInterest in DW HEALTHCARE PARTNERS
10% to < 25%
LANCE CLARK RUUDDirect owner · Schedule AInterest in DW HEALTHCARE PARTNERS
10% to < 25%
KIMBERLY F. RUUDDirect owner · Schedule AInterest in DW HEALTHCARE PARTNERS
10% to < 25%
LANCE CLARK RUUDDirect owner · Schedule AInterest in DW HEALTHCARE PARTNERS
< 5%
JOHN BENJAMIN BENEARDirect owner · Schedule AInterest in DW HEALTHCARE PARTNERS
< 5%
THE JOHN B. BENEAR, II TRUST U/A/D 8/28/02Indirect owner · Schedule BInterest in JB CAPITAL, LLC
75%+

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Dw Healthcare Partners.

Reported ownership and control details

Form ADV · Filing date 2026-05-11 · Schedules A and B

12 entries
#Owner / person & roleInterest in entityReported interestControl personTitle / status acquiredSource
1LANCE CLARK RUUDMANAGING DIRECTOR; MANAGING MEMBERIndividualDW HEALTHCARE PARTNERSLess than 5%Code NAYesMANAGING DIRECTOR; MANAGING MEMBER11/2006Schedule APDF page 76
2LANCE C. RUUD AND KIMBERLY F. RUUD FAMILY TRUST DATED DECEMBER 23,1999NON-MANAGING MEMBERDomestic entityDW HEALTHCARE PARTNERS10% to less than 25%Code BNoNON-MANAGING MEMBER11/2006Schedule APDF page 76
3JB CAPITAL, LLCNON-MANAGING MEMBERDomestic entityDW HEALTHCARE PARTNERS25% to less than 50%Code CNoNON-MANAGING MEMBER01/2003Schedule APDF page 76
4JOHN BENJAMIN BENEARMANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER; MANAGING MEMBERIndividualDW HEALTHCARE PARTNERSLess than 5%Code NAYesMANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER; MANAGING MEMBER01/2003Schedule APDF page 76
5ANDREW COLIN CARRAGHERMANAGING PARTNER; MANAGING MEMBERIndividualDW HEALTHCARE PARTNERS25% to less than 50%Code CYesMANAGING PARTNER; MANAGING MEMBER01/2003Schedule APDF page 76
6DOUGLAS KURT SCHILLINGERMANAGING DIRECTOR; MANAGING MEMBERIndividualDW HEALTHCARE PARTNERS10% to less than 25%Code BYesMANAGING DIRECTOR; MANAGING MEMBER11/2006Schedule APDF page 76
7ALY KHAN CHAMPSIMANAGING DIRECTOR; MANAGING MEMBERIndividualDW HEALTHCARE PARTNERS10% to less than 25%Code BYesMANAGING DIRECTOR; MANAGING MEMBER01/2020Schedule APDF page 76
8LANCE CLARK RUUDTRUSTEE OF LANCE C. RUUD AND KIMBERLY F. RUUD FAMILY TRUST DATED DECEMBER 23, 1999IndividualDW HEALTHCARE PARTNERS10% to less than 25%Code BYesTRUSTEE OF LANCE C. RUUD AND KIMBERLY F. RUUD FAMILY TRUST DATED DECEMBER 23, 199912/1999Schedule APDF page 76
9KIMBERLY F. RUUDTRUSTEE OF LANCE C. RUUD AND KIMBERLY F. RUUD FAMILY TRUST DATED DECEMBER 23, 1999IndividualDW HEALTHCARE PARTNERS10% to less than 25%Code BNoTRUSTEE OF LANCE C. RUUD AND KIMBERLY F. RUUD FAMILY TRUST DATED DECEMBER 23, 199912/1999Schedule APDF page 76
10RICHARD WILLIAM WILHELMCHIEF FINANCIAL OFFICERIndividualDW HEALTHCARE PARTNERSLess than 5%Code NAYesCHIEF FINANCIAL OFFICER01/2023Schedule APDF page 76
11THE JOHN B. BENEAR, II TRUST U/A/D 8/28/02MEMBERDomestic entityJB CAPITAL, LLC75% or moreCode EYesMEMBER08/2002Schedule BPDF page 77
12JOHN BENJAMIN BENEARTRUSTEEIndividualTHE JOHN B. BENEAR, II TRUST U/A/D 8/28/02Percentage not specifiedCode FYesTRUSTEE08/2002Schedule BPDF page 77

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 5/11/2026 11:30:59 AM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No

In the past ten years, have you or any advisory affiliate:

  • A1Been convicted of or pleaded guilty or no contest to a felony?No
  • A2Been charged with a felony?No
BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

  • B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
  • B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

  • C1Found you or an advisory affiliate made a false statement or omission?No
  • C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
  • C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

  • D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
  • D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
  • D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

  • E1Found you or an advisory affiliate made a false statement or omission?No
  • E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
  • E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
  • FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
  • GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

  • H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
  • H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
  • H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

  • H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.