BW Asset Management Ltd

RIASEC RegisteredEst. 2023
Total AUM
$110M
Discretionary
$110M
100% of AUM
Avg account
$55.1M
Accounts
2
Employees
40
Advisory reps
3

Firm details

Headquarters
George Town,
CRD number
300503
Registered since
October 6, 2023
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles71.48%
  • Investment Companies28.52%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

BW Asset Management Ltd is a corporation focused on institutional advisory work, registered with the SEC in 2023. The firm’s advisory activity centers on managing portfolios for pooled investment vehicles and providing portfolio management for businesses and other institutions. Its client base is institutional, and its ownership structure combines foreign-entity and individual ownership. BW Asset Management Ltd reports no active ESG program and is not classified as a capital allocator. The firm maintains industry ties to a broker‑dealer and to at least one other investment adviser, suggesting an operating model that can support both fund-level management and outsourced institutional mandates. Its fee arrangements are broad—covering percentage-of-AUM, hourly, fixed, and performance-based structures—indicating flexibility to price both ongoing discretionary mandates and bespoke institutional or pooled-product engagements.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Gizelle Jancovic

    Gizelle Jancovic

    CCOCRD 5654006

  • Mitchell Mansfield

    Mitchell Mansfield

    Managing DirectorCRD 7084176

  • Jason Kardachi

    Jason Kardachi

    DirectorCRD 7070617

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

George Town, null

Location

George Town, null

Headquartered in George Town, null.

Address
90 N Church St
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth