1ws Capital Advisors, LLC

RIASEC RegisteredEst. 2018
Total AUM
$1.1B
Discretionary
$1.1B
100% of AUM
Avg account
$1.1B
Accounts
1
Employees
9
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
298723
Registered since
November 16, 2018
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

1ws Capital Advisors, LLC is an SEC-registered advisor (since 2018) that serves institutional clients and operates under a limited liability company structure. The firm is organized as a CPO/CTA and lists portfolio management for investment companies among its advisory activities. It charges fees as a percentage of assets under management and is not positioned as a capital allocator or pension consultant. Ownership is noted as a domestic entity/individual, and the firm is not classified into a standard Advisor category in the available record.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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
  • Kurt Locher

    Kurt Locher

    Partner, Chief Operating Officer & Chief Compliance OfficerCRD 1918968

  • Arthur Damoulakis

    Chief Compliance Officer & Legal CounselCRD 8142184

  • Crystal Frumberg

    Crystal Frumberg

    Chief Financial OfficerCRD 8190613

Contacts

2 of 2
  • Christopher Epes

    Christopher Epes

    General Counsel, Managing DirectorCRD 4743724

  • David Sherr

    David Sherr

    FounderCRD 2042211

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

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
299 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth