DW PARTNERS, LP
Firm details
- Headquarters
- New York, New York
- CRD number
- 155459
- Registered since
- November 23, 2010
- Website
- dwpartners.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
DW Partners, LP is a limited partnership formed in 2010 that operates as a multi-strategy fund manager. The firm is registered to manage pooled investment vehicles and to provide portfolio management for businesses and institutions. Its business registrations include roles as a commodity pool operator/commodity trading advisor (CPO/CTA), and it conducts sponsor and GP activities for pooled vehicles. DW Partners serves an institutional client base and charges both asset-based and performance fees. The firm does not identify as an active ESG investor and is not a multi-state or newly formed adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other99%
- Cash & Cash Equivalents1%
Owners & executives
3 of 3ROBERT MANLEY
Chief Financial OfficerCRD 6776221
MARC VALDES
Partner, Chief Operating OfficerCRD 6695181
DAVID WARREN
Chief Executive OfficerCRD 2501871
Contacts
2 of 2HOUDIN HONARVAR
PartnerCRD 6787988
ROBERT CLARK
Founding PartnerCRD 4411938
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 520 Madison Ave
- Time zone
- ET (UTC-5)
- Office locations
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