BW CAPITAL PARTNERS

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
CHICAGO, Illinois
CRD number
162294
Registered since
March 10, 2025

Firm profile

FINTRX

Overview

BW Capital Partners is organized as a limited liability company that functions as a sponsor and general partner, and acts as the managing member for pooled investment vehicles. The firm is SEC-registered (registration year listed as 2025) and is structured with domestic entity and individual ownership. Public disclosures identify it as an adviser that is not a multi-state adviser and does not position itself as an active ESG investor. The firm is not classified as a capital allocator in the provided data.

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

1 of 1
  • Justin Smollar

    CFOCRD 7072415

Contacts

1 of 1
  • WILLIAM WOLF

    CRD 1675143

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
900 N Michigan Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth