DW HEALTHCARE MANAGEMENT II, LLC.
CRD #144073 SEC #801-68038 SALT LAKE CITY, UT 801-365-4000
SEC Registered
Total AUM
$161.9M
Discretionary
$161.9M
Employees
10
Clients
0
Accounts
1
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 26, 2008
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BENEAR, JOHN, B. | I | MANAGING MEMBER | B | Control |
| BENEAR, JOHN, B. | I | MANAGING MEMBER | B | Control |
| BENEAR, JOHN, B. | I | MANAGING MEMBER | B | Control |
| BOONE, RODNEY, EUGENE | I | MANAGING MEMBER | B | Control |
| CARRAGHER, ANDREW, C. | I | MANAGING MEMBER | B | Control |
| CARRAGHER, ANDREW, C. | I | MANAGING MEMBER | B | Control |
| CARRAGHER, ANDREW, C. | I | MANAGING MEMBER | B | Control |
| JB CAPITAL, LLC | DE | NON-MANAGING MEMBER | B | |
| JB CAPITAL, LLC | DE | NON-MANAGING MEMBER | B | |
| JB CAPITAL, LLC | DE | NON-MANAGING MEMBER | B | |
| LANCE C. RUUD AND KIMBERLY F. RUUD FAMILY TRUST DATED DECEMBER 23, 1999 | DE | NON-MANAGING MEMBER | B | |
| LANCE C. RUUD AND KIMBERLY F. RUUD FAMILY TRUST DATED DECEMBER 23, 1999 | DE | NON-MANAGING MEMBER | B | |
| LANCE C. RUUD AND KIMBERLY F. RUUD FAMILY TRUST DATED DECEMBER 23, 1999 | DE | NON-MANAGING MEMBER | B | |
| RUUD, LANCE, C. | I | CHIEF COMPLIANCE OFFICER | B | Control |
| RUUD, LANCE, C. | I | CHIEF COMPLIANCE OFFICER | B | Control |
| RUUD, LANCE, C. | I | CHIEF COMPLIANCE OFFICER | B | Control |
| SCHILLINGER, DOUGLAS | I | MANAGING MEMBER | B | Control |
| SCHILLINGER, DOUGLAS | I | MANAGING MEMBER | B | Control |
| SCHILLINGER, DOUGLAS | I | MANAGING MEMBER | B | Control |
| THE DUNVEGAN TRUST C/O CLANBRASSIL TRUST COMPANY LTD | FE | NON-MANAGING MEMBER | B | |
| THE DUNVEGAN TRUST C/O CLANBRASSIL TRUST COMPANY LTD | FE | NON-MANAGING MEMBER | B | |
| THE DUNVEGAN TRUST C/O CLANBRASSIL TRUST COMPANY LTD | FE | NON-MANAGING MEMBER | B | |
| BOONE, RODNEY, EUGENE | I | MANAGING MEMBER | A | Control |
| BOONE, RODNEY, EUGENE | I | MANAGING MEMBER | A | Control |
| PETTIT, JUSTIN | I | NON-MANAGING MEMBER | A | |
| PETTIT, JUSTIN | I | NON-MANAGING MEMBER | A | |
| PETTIT, JUSTIN | I | NON-MANAGING MEMBER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| THE DUNVEGAN TRUST C/O CLANBRASSIL TRUST COMPANY LTD | FE | THE DUNVEGAN TRUST | E | Control |
| THE DUNVEGAN TRUST C/O CLANBRASSIL TRUST COMPANY LTD | FE | THE DUNVEGAN TRUST | E | Control |
| THE DUNVEGAN TRUST C/O CLANBRASSIL TRUST COMPANY LTD | FE | THE DUNVEGAN TRUST | E | Control |
| THE JOHN B. BENEAR, II TRUST U/A/D 8/28/02 | DE | JB CAPITAL, LLC | E | Control |
| THE JOHN B. BENEAR, II TRUST U/A/D 8/28/02 | DE | JB CAPITAL, LLC | E | Control |
| THE JOHN B. BENEAR, II TRUST U/A/D 8/28/02 | DE | JB CAPITAL, LLC | E | Control |
| RUUD, KIMBERLY, F. | I | LANCE C. RUUD AND KIMBERLY F. RUUD FAMILY TRUST DATED DECEMBER 23, 1999 | D | Control |
| RUUD, KIMBERLY, F. | I | LANCE C. RUUD AND KIMBERLY F. RUUD FAMILY TRUST DATED DECEMBER 23, 1999 | D | Control |
| RUUD, KIMBERLY, F. | I | LANCE C. RUUD AND KIMBERLY F. RUUD FAMILY TRUST DATED DECEMBER 23, 1999 | D | Control |
| RUUD, LANCE, C. | I | LANCE C. RUUD AND KIMBERLY F. RUUD FAMILY TRUST DATED DECEMBER 23, 1999 | D | Control |
| RUUD, LANCE, C. | I | LANCE C. RUUD AND KIMBERLY F. RUUD FAMILY TRUST DATED DECEMBER 23, 1999 | D | Control |
| RUUD, LANCE, C. | I | LANCE C. RUUD AND KIMBERLY F. RUUD FAMILY TRUST DATED DECEMBER 23, 1999 | D | Control |
Registrations
Federal
IA
Mar 26, 2008 REGISTERED
Address
6440 SOUTH WASATCH BOULEVARDSUITE 105
SALT LAKE CITY, UT 84121-3559
USA
Phone: 801-365-4000