ATW Partners LLC

RIASEC RegisteredEst. 2020
Total AUM
$1.2B
Discretionary
$1.2B
100% of AUM
Avg account
$29.5M
Accounts
39
Employees
16
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
283146
Registered since
July 31, 2020
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

ATW Partners LLC is a privately owned investment firm organized as an LLC and registered with the SEC in 2020. The firm operates as a private equity fund manager focused on serving institutional clients and primarily provides portfolio management for pooled investment vehicles. Its fee arrangements include asset-based fees, performance fees, and other fee components. ATW identifies as an institutional allocator rather than a capital allocator, and it is not positioned as an active ESG investor. On the operational side, ATW functions in multiple industry roles: it participates as a broker-dealer, acts as an investment adviser to other vehicles, and serves as sponsor, general partner and managing member for pooled investment structures.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Antonio Ruiz-Gimenez

    Antonio Ruiz-Gimenez

    Co-Founder and Managing DirectorCRD 6624267

  • Gregory Florio

    Gregory Florio

    FounderCRD 4126029

  • Kerry Propper

    Kerry Propper

    Co-Founder & Managing PartnerCRD 2916505

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
1 Pennsylvania Plz
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth