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VARSITY HEALTHCARE PARTNERS

LOS ANGELES, CA · CRD 285151 · IAPD ↗ · varsityhealthcarepartners.com · 310-564-2690

$1.86BRegulatory AUM
14Advisory reps
20Employees
0Clients
n/aPlanning clients
11Private funds
3States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2025 — VARSITY HEALTHCARE PARTNERS shrank from 17 to 12 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
45
April 2025 — VARSITY MANAGEMENT is now doing business as VARSITY HEALTHCARE PARTNERS.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
55
April 2025 — VARSITY HEALTHCARE PARTNERS now reports custody of client assets ($3.59B).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
32
April 2024 — VARSITY MANAGEMENT notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.