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.
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 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. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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.