WINDROSE HEALTH INVESTORS, LLC other names

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Adviser Profile

As of Date:

07/15/2024

Adviser Type:

- Large advisory firm

Number of Employees:

19 -5.00%

of those in investment advisory functions:

14 7.69%

Registration:

SEC, Approved, 3/8/2012

AUM:

3,217,902,101 7.68%

of that, discretionary:

3,217,902,101 7.68%

Private Fund GAV:

3,217,902,101 74.60%

Avg Account Size:

402,237,763 -5.78%

SMA’s:

NO

Private Funds:

8 1

Contact Info

212 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
3B 3B 2B 2B 1B 854M 427M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

WindRose Health Investors recapitalizates Versistat Group
04/07/2021

Veristat provides essential services along the entire clinical therapeutic development spectrum through regulatory approval and post-approval.

pehub.com

Anthem (ANTM) to Buy myNEXUS to Boost Homehealth Business
04/04/2021

Notably, myNEXUS is being bought from an investor group led by WindRose Health Investors, a New York-based health care private equity firm. The deal is also in sync with Anthem’s long-term strategy to provide integrated, whole person multi-site care to ...

Yahoo Finance

Anthem, Inc. To Acquire myNEXUS, Home Health Benefits Manager
04/04/2021

Story continues Anthem is acquiring myNEXUS from an investor group led by WindRose Health Investors, a New York-based healthcare private equity firm. The acquisition is expected to close in the second quarter of 2021 subject to customary closing conditions.

Yahoo Finance

Athene Invests in Transportation: Deals
03/31/2021

Anthem is buying myNexus from WindRose Health Investors, an investment firm based in New York. Anthem hopes to close on the deal by June 30.

thinkadvisor.com

WindRose’s myNexus goes to Anthem for $800m-plus
03/26/2021

WindRose Health Investors’ pending sale of myNexus, which helps manage the costs of healthcare in the home, is valued north of $800 million, according to sources familiar with the matter.

pehub.com

Anthem (ANTM) to Buy myNEXUS to Boost Homehealth Business
03/25/2021

Notably, myNEXUS is being bought from an investor group led by WindRose Health Investors, a New York-based health care private equity firm. The deal is also in sync with Anthem’s long-term strategy to provide integrated, whole person multi-site care to ...

Yahoo Finance


Private Funds Structure

Fund Type Count GAV
Private Equity Fund 8 $3,217,902,101

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Private Funds



Employees




Brochure Summary

Overview

WindRose Health Investors, LLC WindRose Health Investors, LLC (“Adviser” or “WindRose”), together with its predecessor entity, MTS Health Investors, LLC, WindRose Health Investors IV Management, L.P., WindRose Health Investors V Management, L.P., and WindRose Health Investors VI Management, L.P., has been in business since March 2000. The Adviser was wholly-owned by MTS Health Partners, L.P. - which is majority-owned by Curtis Lane - until December 31, 2017. On January 1, 2018, the Adviser was spun-off and is now owned by both Oliver Moses and Curtis Lane. Effective April 1, 2022, Curtis Lane has retired from his position at WindRose Health Investors, LLC. Types of Advisory Services The Adviser provides advisory services to private equity funds (“Funds”) that primarily invest in middle- market healthcare companies located in the United States. The Adviser makes investments through deal structures that allow the Funds to seek control or exert significant influence over their portfolio companies. The Adviser targets profitable companies that deliver cost-effective services and products, and have the
ability to gain market share in healthcare industry segments that are typically large, growing, fragmented and poised for consolidation. Our current Private Funds are as follows:  WindRose Health Investors III, L.P.  WindRose Health Investors IV, L.P.  WindRose Health Investors Executive IV, L.P.  WindRose Health Investors V, L.P.  WindRose Health Investors V-A, L.P.  WindRose Health Investors VI, L.P.  WindRose Health Investors VI-A, L.P.  Maroon Investors, L.P. Investment Restrictions The investment program of each Fund has specific objectives and restrictions which are described in the organizational documents and/or offering materials of each Fund. The Adviser does not tailor the Funds’ investment programs for any particular Fund investor, although certain investors that invest through co- investment vehicles are permitted to elect not to invest in any or all opportunities identified by the Adviser. Assets Under Management As of December 31, 2023, the Adviser had assets under management of $3,166,493,372 all of which was managed on a discretionary basis.