MWP ADVISORY, LLC

RIASEC RegisteredEst. 2020
Total AUM
$1.6B
Discretionary
$1.6B
100% of AUM
Avg account
$824M
Accounts
2
Employees
39
Advisory reps
8

Firm details

Headquarters
New York, New York
CRD number
309573
Registered since
July 1, 2020
Fee structure
Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

MWP Advisory, LLC is a private equity fund adviser that manages pooled investment vehicles for institutional clients. The firm is structured as a limited liability company and registered with the SEC in 2020. Its advisory activity centers on portfolio management for pooled funds rather than acting as a broad capital allocator; the firm reports institutional clients and a fee arrangement described as “other.” MWP Advisory is not an active ESG investor and does not identify as a multi-state adviser. The firm’s investment focus is private equity at the fund level. That emphasis shapes how it constructs portfolios, sources managers and deals, and governs liquidity and timing expectations for investors. Given the firm’s mandate to manage pooled vehicles, discretionary decision-making over portfolio composition and manager selection appears to be a core part of its operating model.

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
  • Thomas Yates

    Chief Compliance OfficerCRD 7262051

Contacts

3 of 7
  • MARC SPILKER

    Executive ChairmanCRD 2875526

  • DAVID MRAZIK

    Managing PartnerCRD 7263165

  • TIMOTHY BELLO

    Managing PartnerCRD 5765424

Unlock 4 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
600 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth