DW PARTNERS, LP

RIASEC RegisteredEst. 2010
Total AUM
$2.3B
Discretionary
$2.3B
100% of AUM
Avg account
$108M
Accounts
21
Employees
41
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
155459
Registered since
November 23, 2010
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

FINTRX

Overview

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

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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

Asset composition

Asset composition: Other 99%, Cash & Cash Equivalents 1%99%
  • Other99%
  • Cash & Cash Equivalents1%

Owners & executives

3 of 3
  • ROBERT MANLEY

    Chief Financial OfficerCRD 6776221

  • MARC VALDES

    Partner, Chief Operating OfficerCRD 6695181

  • DAVID WARREN

    Chief Executive OfficerCRD 2501871

Contacts

2 of 2
  • HOUDIN HONARVAR

    PartnerCRD 6787988

  • ROBERT CLARK

    Founding PartnerCRD 4411938

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth