MW Advisor, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 332429
- Registered since
- October 25, 2024
- Website
- www.marathonfund.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
MW Advisor, LLC is an SEC-registered adviser (registered in 2024) that operates as a private equity–focused manager serving institutional clients. The firm’s advisory activity centers on portfolio management for pooled investment vehicles, and it is reported as acting in sponsor/GP and managing member capacities for those vehicles. Fee arrangements combine a percentage-of-assets model with performance-based compensation. MW Advisor indicates it incorporates ESG considerations into its investment approach and lists related-adviser and other industry affiliations, including connections with other investment advisers, CPO/CTA activity, and banking or thrift institutions.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 1 Bryant Park
- Time zone
- ET (UTC-5)
- Office locations
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