ADW Capital Management LLC

RIASEC RegisteredEst. 2018
Total AUM
$297M
Discretionary
$297M
100% of AUM
Avg account
$148M
Accounts
2
Employees
3
Advisory reps
2

Firm details

Headquarters
,
CRD number
175486
Registered since
July 17, 2018
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

ADW Capital Management LLC is a privately held LLC that operates as a hedge fund adviser focused on institutional clients. The firm is SEC-registered since 2018 and primarily provides portfolio management for pooled investment vehicles. Its stated fee model combines a percentage-of-assets component with performance-based fees. ADW reports an individual owner type, does not identify as a multi-state adviser, and is not flagged as an active ESG investor.

Assets & Accounts

Public Holdings

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

2 of 2
  • Adam Wyden

    Chief Investment Officer and Founding PartnerCRD 4970548

  • Michael Schmalzbach

    Chief Financial OfficerCRD 7509530

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

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth