BW Asset Management Ltd

Overview

BW Asset Management Ltd. is a corporation registered with the SEC in 2023 that operates as an institutional registered investment adviser. The firm identifies as being owned by a mix of foreign entity and individual ownership and serves an institutional client base. Its advisory mandate includes portfolio management for pooled investment vehicles and separate portfolio management for businesses or other institutions. Fee arrangements are varied: the firm lists percentage-of-AUM billing alongside hourly charges, fixed fees, and performance-based fees, indicating flexibility in contract structures for institutional mandates. It does not describe itself as an active ESG investor, is not a multistate adviser, and does not classify itself as a capital allocator, pension consultant, or related adviser. BW Asset Management Ltd. is also affiliated with broker-dealer activity and is registered as another type of investment adviser.

Assets & Accounts

Location & Offices