LW CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2022
Total AUM
$99.4M
Discretionary
$99.4M
100% of AUM
Avg account
$33.1M
Accounts
3
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
313151
Registered since
January 11, 2022
Custodians
J.P. MORGAN SECURITIES INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles68.43%
  • Corporations / Businesses31.57%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

LW Capital Management, LLC is an SEC‑registered hedge fund manager organized as an LLC and focused on institutional pooled vehicles. The firm runs portfolio management for pooled investment vehicles and charges a combination of an assets‑under‑management fee and performance‑based fees, which is consistent with a hedge fund operating model. LW Capital shows a clear preference for equity exposure as its primary liquid sleeve while also allocating to a range of alternatives — notably hedge funds, real estate, commodities and oil & gas — and using mutual funds as a complementary vehicle. The manager’s client base is institutional and its business activity centers on managing pooled strategies rather than acting as a broad capital allocator or retail advisor. LW Capital is not an ESG‑focused manager and operates without multi‑state adviser classification. Its product mix and fee profile point toward active, return‑oriented strategies where performance fees supplement the base AUM charge.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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: Exchange Traded Equities 98%, Cash & Cash Equivalents 2%98%
  • Exchange Traded Equities98%
  • Cash & Cash Equivalents2%

Contacts

1 of 1
  • MATTHEW SWEENEY

    ManagerCRD 4485440

Wealth teams

FINTRX

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

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth