STWD INVESTMENT MANAGEMENT, LLC

RIASEC RegisteredEst. 2019
Total AUM
$5.4B
Discretionary
$5.4B
100% of AUM
Avg account
$604M
Accounts
9
Employees
139
Advisory reps
5

Firm details

Headquarters
MIAMI BEACH, Florida
CRD number
288615
Registered since
August 14, 2019
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Stwd Investment Management, LLC is an SEC-registered investment adviser organized as an LLC (registered in 2019) that focuses on running pooled investment vehicles for institutional clients. The firm operates in the capacity of a commodity pool operator/commodity trading advisor (CPO/CTA) and provides portfolio management specifically for pooled investment structures. Its business footprint includes roles as sponsor, general partner/managing member of pooled vehicles and affiliations with broker-dealers and other advisers. Stwd classifies itself around securitized-asset strategies and charges both a percentage-of-assets and performance-based fees.

Assets & Accounts

Investments & Alternatives

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

Owners & executives

3 of 3
  • BARRY STERNLICHT

    Chairman & CEOCRD 1224645

  • YARON HIRSCHKORN

    Chief Compliance OfficerCRD 5145148

  • Rina Paniry

    Chief Financial OfficerCRD 7177919

Contacts

2 of 2
  • JEFFREY DIMODICA

    President & Managing DirectorCRD 2389718

  • Heather Bennett

    EVP and General CounselCRD 7789841

Wealth teams

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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

MIAMI BEACH, FL

MIAMI DADE

Location

MIAMI BEACH, FL

Headquartered in MIAMI BEACH, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
MIAMI DADE
Address
2340 Collins Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth