MW Advisor, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 332429
- Registered since
- October 25, 2024
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
MW Advisor, LLC is an SEC-registered investment adviser organized as a limited liability company that operates as a manager of pooled investment vehicles, with a private equity orientation. The firm positions itself as a manager and sponsor of pooled funds rather than as a separate capital allocator, and it serves institutional clients. Its advisory work is focused on portfolio management for pooled investment vehicles, and the firm reports affiliations consistent with acting as sponsor, general partner or managing member of private funds and as an adviser or commodity pool operator/CTA where applicable. MW Advisor reports active integration of ESG considerations into its investment process. Its fees combine a percentage-of-AUM structure with performance-based components.
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
Owners & executives
1 of 1
James Raboy
COOCRD 2124306
Contacts
3 of 4
Anne Campbell
Managing DirectorCRD 6132885

Christopher Motl
PresidentCRD 6838094
Andre Paquette
DirectorCRD 4677453
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 1 Bryant Park
- Time zone
- ET (UTC-5)
- Office locations
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