BW Asset Management Ltd
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3
Gizelle Jancovic
CCOCRD 5654006

Mitchell Mansfield
Managing DirectorCRD 7084176

Jason Kardachi
DirectorCRD 7070617
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
George Town, null
Location
George Town, null
Headquartered in George Town, null.
- Address
- 90 N Church St
- Office locations
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