The ESSEX WOODLANDS HEALTH VENTURES, INC. is a privately held investment adviser that advises $2.54Bn in regulatory assets under management held in 2 SEC fund types across 2 investment strategies. ESSEX WOODLANDS HEALTH VENTURES, INC. is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets decreased by 21.01% over the last 5-years.
The Group has been registered with the SEC for 14.37 years and is comprised of 1 filing and 1 relying advisers. They operate out of 3 office locations with their Headquarters at 21 WATERWAY AVENUE SUITE 150, THE WOODLANDS, TEXAS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 13 employees comprised of 13 investment and 0 non-investment staff. The total number of Employees decreased by 35% over the last 5-years.
Their $2.54Bn in assets advised are owned by 19 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients total $2.54Bn or 100% of Total Assets.
The Group's top investment strategies include Traditional LBO and Early Stage, representing 97.7% and 2.3% of total assets, respectively.
They advise 1 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 8 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 6 private funds with $83.64mn in assets.
The Group discloses advisory fees, management fees and performance-based fees.
ESSEX WOODLANDS HEALTH VENTURES, INC. names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.