DWM ASSET MANAGEMENT, LLC

Overview

DWM Asset Management, LLC is an SEC-registered adviser (since 2007) organized as an LLC and classified as a private equity fund manager. The firm focuses on portfolio management for pooled investment vehicles and serves an institutional client base. It performs sponsor/GP and managing-member roles for pooled vehicles and maintains industry ties that include a broker-dealer relationship and other investment-adviser affiliations. The firm charges a combination of percentage-of-AUM and performance-based fees. DWM does not present itself as an active ESG investor, is not a multi-state adviser, and does not list pension consulting among its services.

Assets & Accounts

Investments & Alternatives

Location & Offices