Form D · Other Investment Fund
DW HEALTHCARE AFFILIATES V, L.P.
Park City, UT · CIK 0001791966
Offering snapshot reported Oct 29, 2019 · SEC filing
- Reported sold
- Yet to sell Indefinite offering
- Investors reported
- 0 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Yet to occur As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Oct 29, 2019 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.1, 3C.7
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0 (estimated)
- Finders' fees
- $0 (estimated)
- Form D file number
- 021-352101
Source: Form D, filed Oct 29, 2019. Minimum accepted may differ from a standard advertised minimum.
Fund connections
The linked fund shows its most recently reported ADV details.
Matched by reported Form D file number
DW HEALTHCARE AFFILIATES V, L.P.
Investment adviser: DW MANAGEMENT SERVICES, L.L.C.
- Gross asset value
- $26M
- Beneficial owners
- 29
- ADV minimum commitment
- $50K
Reported in Form ADV on May 11, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
ERNST & YOUNG LTD.
PCAOB 1655
FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66
WELLS FARGO BANK, NATIONAL ASSOCIATION
LEI KB1H1DSPRFMYMCUFXT09
Filing source
Form ADV 2104412 · May 11, 2026 · Schedule D 7.B.(1), fund 805-1739970107
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| John B. Benear, M.D. | Executive, Promoter |
| Andrew C. Carragher | Executive, Promoter |
| Aly Champsi | Executive, Promoter |
| Lance C. Ruud | Executive, Promoter |
| Douglas K. Schillinger | Executive, Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Park City, UT, 84098