NWI Management LP
Firm details
- Headquarters
- New York, New York
- CRD number
- 158366
- Registered since
- March 30, 2012
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
NWI Management LP is a limited partnership that operates as a hedge fund manager focused on institutional clients. The firm is SEC-registered (since 2012) and conducts portfolio management for pooled investment vehicles while also acting as a commodity pool operator/commodity trading advisor (CPO/CTA). Its commercial structure combines a percentage-of-AUM management fee with performance-based compensation. NWI is organized to serve pooled funds and sits in sponsor/GP/managing-member roles for those vehicles. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
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
Owners & executives
3 of 4
Jennifer Nam
Managing Director, Chief Financial OfficerCRD 2272801
Michael Schwenk
General Counsel and Chief Compliance OfficerCRD 5076821
Craig Elliot
Managing Director & Chief Risk OfficerCRD 6488827
Contacts
2 of 2Jayachandrika Hariharan
Limited PartnerCRD 5029370
Nellapalli Hariharan
Managing MemberCRD 2250347
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 12Active vs passive
$313M in ETFs
100%
$312M
0%
$1.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) HEALTH CARE SELECT SECTOR SPDR(R) ETF (XLV) | State Street | Passive | Health | $89.6M | 565,000 | 28.61% |
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
- 623 5th Ave
- Time zone
- ET (UTC-5)
- Office locations
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