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 primarily as a manager of pooled investment vehicles with a focus on private equity strategies. The firm’s client base is institutional and it serves as sponsor, general partner, or managing member for its pooled vehicles. Advisory activity centers on portfolio management for those pooled vehicles, and the firm reports being an active ESG investor—indicating ESG criteria are part of investment selection, structuring or ongoing monitoring. Fee arrangements combine a percentage-of-assets model with performance-based fees consistent with private equity economic structures. MW Advisor, LLC maintains affiliations with other investment advisers, commodity pool operators or commodity trading advisers, and banking or thrift institutions, suggesting a capability set that extends beyond pure private equity fund management.
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 1JAMES RABOY
COOCRD 2124306
Contacts
3 of 4ANNE 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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