MW Advisor, LLC

RIASEC Registered

Total AUM

$553M

Discretionary

$553M

100% of AUM

Avg account

$553M

Accounts

Employees

115

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 332429
Registered since: October 25, 2024
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles100%
Services: Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

MW Advisor, LLC is a limited liability company that acts as an investment manager for pooled vehicles, with an institutional client focus. The firm is registered with the SEC as of 2024 and is structured as a private equity fund manager rather than a capital allocator. Its compensation mixes asset-based fees and performance-linked fees. MW Advisor reports it integrates ESG considerations into its investment process and operates in affiliation with other advisory and sponsor/manager entities. The firm’s organizational footprint indicates mixed ownership (domestic entity and individual owners) and related-adviser relationships. It also lists industry connections consistent with serving as a sponsor or general partner of pooled vehicles and with ties to other investment-adviser, CPO/CTA, and banking or thrift activities.