LW CAPITAL MANAGEMENT, LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Contacts
1 of 1MATTHEW SWEENEY
ManagerCRD 4485440
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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