MWP ADVISORY, LLC
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
FINTRXOverview
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
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 1Thomas Yates
Chief Compliance OfficerCRD 7262051
Contacts
3 of 7MARC SPILKER
Executive ChairmanCRD 2875526
DAVID MRAZIK
Managing PartnerCRD 7263165
TIMOTHY BELLO
Managing PartnerCRD 5765424
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
- 600 Madison Ave
- Time zone
- ET (UTC-5)
- Office locations
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