HKW Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 333392
- Registered since
- January 10, 2025
- Fee structure
- Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
HKW Management, LLC is a limited liability company that operates as a private equity fund adviser and portfolio manager for pooled investment vehicles. The firm is SEC-registered (registration noted in 2025) and organized with individual ownership, serving an institutional client base. Its compensation model includes performance-based fees, and it identifies as an active ESG investor. HKW also functions in sponsor and general partner capacities and is the managing member of its pooled vehicles, indicating hands-on manager involvement across the funds it advises.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Ted Kramer
Chief Executive Officer, PartnerCRD 6024741
Monika Gupta
Chief Compliance OfficerCRD 5512808
Contacts
3 of 4
Michael Foisy
President & PartnerCRD 6024739
Laurence Lederer
PartnerCRD 4428125
James Snyder
PartnerCRD 1317743
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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