LWO LLC
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 282281
- Registered since
- June 14, 2023
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
LWO LLC is a limited liability company that operates as a private equity fund manager and adviser to pooled investment vehicles. The firm is registered with the SEC (2023) and is owned by an individual. Its client base is institutional, and its advisory activity focuses on portfolio management for pooled vehicles. LWO LLC serves as sponsor, general partner and managing member for the vehicles it oversees, charging a mix of percentage-of-AUM fees, performance-based fees and other fee arrangements. The firm does not identify as an active ESG investor.
Assets & Accounts
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
Contacts
3 of 3Jordan Bastable
Co-FounderCRD 6587894
Brooks Burgum
Co-FounderCRD 6587896
Jill Andera
Director of Finance & AccountingCRD 7713416
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DALLAS, TX
DALLAS
Location
DALLAS, TX
Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- DALLAS
- Address
- 2519 Fairmount St
- Time zone
- CT (UTC-6)
- Office locations
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