JW ASSET MANAGEMENT, LLC
Firm details
- Headquarters
- ,
- CRD number
- 160805
- Registered since
- July 5, 2013
- Website
- jwfunds.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
JW Asset Management, LLC is a privately owned hedge fund adviser that registered with the SEC in 2013. The firm serves institutional clients and focuses on managing pooled investment vehicles; it also acts as sponsor, general partner and managing member for those vehicles. Its fee model combines a percentage-of-assets charge with performance-based fees. JW Asset Management is not positioned as an ESG investor, is not a multi-state or newly formed adviser, and does not function as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Owners & executives
3 of 3JASON WILD
President, Chief Investment OfficerCRD 2948721
JASON KLARREICH
President, Chief Investment OfficerCRD 2521888
BENJAMIN PUSTAY
Vice President, Chief Compliance OfficerCRD 7711272
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$861K in ETFs
67%
$577K
33%
$284K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $577K | 1,000 | 67.02% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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