MW Advisor, LLC

RIASEC RegisteredEst. 2024
Total AUM
$553M
Discretionary
$553M
100% of AUM
Avg account
$553M
Accounts
1
Employees
115
Advisory reps
5

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

FINTRX

Overview

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

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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
  • James Raboy

    James Raboy

    COOCRD 2124306

Contacts

3 of 4
  • Anne Campbell

    Anne Campbell

    Managing DirectorCRD 6132885

  • Christopher Motl

    Christopher Motl

    PresidentCRD 6838094

  • Andre Paquette

    DirectorCRD 4677453

Unlock 1 more contacts

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth