FWG INVESTMENT MANAGEMENT
Firm details
- Headquarters
- WINTER PARK, Florida
- CRD number
- 322394
- Registered since
- September 12, 2022
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
FWG Investment Management operates as the adviser to a single pooled private equity vehicle and concentrates on managing that fund’s capital for institutional investors. The firm’s advisory activity is limited to portfolio management for pooled investment vehicles, and its organizational role extends into sponsor and general partner responsibilities — it serves as a sponsor/GP/managing member of pooled vehicles and is affiliated with other investment‑adviser and insurance company entities. FWG charges a combination of AUM‑based fees and performance fees, and it does not identify as an active ESG investor. The setup and disclosures indicate a small, focused manager that runs a closed‑end private equity structure while also allocating to third‑party alternative managers in real estate. FWG is SEC‑registered (since 2022) and is organized as a limited liability company with a domestic individual owner type. It reports an institutional client base and is classified principally as a private equity fund adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1JOHN LEDFORD
President, CEOCRD 2960837
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WINTER PARK, FL
ORANGE
Location
WINTER PARK, FL
Headquartered in WINTER PARK, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- ORANGE
- Address
- 1099 W Morse Blvd
- Time zone
- ET (UTC-5)
- Office locations
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