BW Asset Management Ltd

RIASEC Registered
Total AUM
$110M
Discretionary
$110M
100% of AUM
Avg account
$55.1M
Accounts
2
Employees
40
Advisory reps
3

Firm details

Headquarters
George Town,
CRD number
300503
Registered since
October 6, 2023
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles71.48%
  • Investment Companies28.52%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

BW Asset Management Ltd. is a corporation that operates as an institutional registered investment adviser; its SEC registration year is 2023. The firm is owned by a combination of a foreign entity and an individual and serves institutional clients. Its advisory scope explicitly includes portfolio management for pooled investment vehicles and bespoke portfolio management for businesses or other institutions. BW Asset Management Ltd. is not identified as a capital allocator and is not designated an active ESG investor. The firm reports multiple fee arrangements — percentage of AUM, hourly, fixed fees and performance-based fees — and lists industry affiliations that include broker-dealer activity and other investment adviser relationships.

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

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

George Town, null

Location

George Town, null

Headquartered in George Town, null.

Address
90 N Church St
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth