NWI MANAGEMENT LP

RIASEC RegisteredEst. 2012
Total AUM
$4B
Discretionary
$4B
100% of AUM
Avg account
$395M
Accounts
10
Employees
13
Advisory reps
6

Firm details

Headquarters
New York, New York
CRD number
158366
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

NWI Management LP is a hedge fund organized as a limited partnership and registered with the SEC since 2012. The firm serves institutional clients and primarily manages pooled investment vehicles, acting in roles consistent with a commodity pool operator/commodity trading advisor (CPO/CTA) and as sponsor/GP for its funds. Its fee model combines a percentage-of-assets component with performance-based fees. The firm does not identify as an active ESG investor and is not classified as a multi-state adviser or a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • MICHAEL SCHWENK

    General Counsel and Chief Compliance OfficerCRD 5076821

  • JENNIFER NAM

    Managing Director, Chief Financial OfficerCRD 2272801

  • CRAIG ELLIOT

    Managing Director & Chief Risk OfficerCRD 6488827

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Contacts

2 of 2
  • NELLAPALLI HARIHARAN

    Managing MemberCRD 2250347

  • JAYACHANDRIKA HARIHARAN

    Limited PartnerCRD 5029370

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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ETF holdings

1 of 16

Active vs passive

$508M in ETFs

Passive

100%

$507M

Active

0%

$1.5M

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO QQQ TRUST SERIES 1 (QQQ)InvescoPassiveLarge Growth$355M614,70069.82%

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
623 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth