FWG INVESTMENT MANAGEMENT

RIASEC RegisteredEst. 2022
Total AUM
$14.4M
Discretionary
$14.4M
100% of AUM
Avg account
$14.4M
Accounts
1
Employees
2
Advisory reps
1

Firm details

Headquarters
WINTER PARK, Florida
CRD number
322394
Registered since
September 12, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

FWG Investment Management operates as the adviser to a single pooled private equity vehicle and concentrates on managing that fund’s capital for institutional investors. The firm’s advisory activity is limited to portfolio management for pooled investment vehicles, and its organizational role extends into sponsor and general partner responsibilities — it serves as a sponsor/GP/managing member of pooled vehicles and is affiliated with other investment‑adviser and insurance company entities. FWG charges a combination of AUM‑based fees and performance fees, and it does not identify as an active ESG investor. The setup and disclosures indicate a small, focused manager that runs a closed‑end private equity structure while also allocating to third‑party alternative managers in real estate. FWG is SEC‑registered (since 2022) and is organized as a limited liability company with a domestic individual owner type. It reports an institutional client base and is classified principally as a private equity fund adviser.

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

1 of 1
  • JOHN LEDFORD

    President, CEOCRD 2960837

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

WINTER PARK, FL

ORANGE

Location

WINTER PARK, FL

Headquartered in WINTER PARK, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.

Metro area
Orlando-Lakeland-Deltona, FL
Region
South
County
ORANGE
Address
1099 W Morse Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth