Essex Woodlands Health Ventures, Inc. (The Woodlands)

Name: Essex Woodlands Health Ventures, Inc.
Address: 21 Waterway Avenue, The Woodlands, TX, 77380
Telephone: 281-364-1555

Essex Woodlands Health Ventures, Inc. is a large advisory firm based in The Woodlands. It manages $1.86 billion of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of California and Texas.

Essex Woodlands Health Ventures provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Essex Woodlands Health Ventures: assets under management

The assets under management (AUM) of Essex Woodlands Health Ventures, Inc. is $1.86 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 13% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.86 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $206.74 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Essex Woodlands Health Ventures, Inc. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in The Woodlands

The principal office where Essex Woodlands Health Ventures, Inc. performs its advisory services is located at 21 Waterway Avenue, The Woodlands, TX 77380, which is also the mailing address of the firm. An additional office of the firm is in Palo Alto, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 281-364-1555 or by fax 281-364-9755. The normal business hours are 8 am - 5 pm on Monday - Friday. You can find more information about the New York firm at www.essexwoodlands.com.

Essex Woodlands Health Ventures, Inc. (The Woodlands)

Essex Woodlands Health Ventures: assets under management

Fees & Commissions

Based in The Woodlands

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