CW INDUSTRIAL PARTNERS, LLC

RIASEC RegisteredEst. 2017
Total AUM
$284M
Discretionary
$284M
100% of AUM
Avg account
$71M
Accounts
4
Employees
8
Advisory reps
3

Firm details

Headquarters
CLEVELAND, Ohio
CRD number
160408
Registered since
April 10, 2017
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

CW Industrial Partners, LLC is organized as an LLC and operates as a private equity fund manager serving institutional clients. The adviser is SEC-registered (since 2017) and focuses on portfolio management for pooled investment vehicles, frequently acting as sponsor, general partner and managing member of those vehicles. Its reported fee mix includes a percentage-of-assets component, performance-based fees and other fee arrangements. The firm does not identify itself as an active ESG investor and is not structured as a multi-state adviser. Ownership is listed as individual rather than corporate or institutional.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • MIKEL HARDING

    Partner, CFOCRD 5240816

Contacts

2 of 2
  • RICHARD HOLLINGTON

    Managing PartnerCRD 1554523

  • WILLIAM MARTIN

    Managing PartnerCRD 4836297

Wealth teams

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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

CLEVELAND, OH

CUYAHOGA

Location

CLEVELAND, OH

Headquartered in CLEVELAND, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.

Metro area
Cleveland-Akron-Canton, OH
Region
Midwest
County
CUYAHOGA
Address
1100 Superior Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth