NWI Management LP

RIASEC Registered

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 limited partnership that operates as a hedge fund manager focused on institutional clients. The firm is SEC-registered (since 2012) and conducts portfolio management for pooled investment vehicles while also acting as a commodity pool operator/commodity trading advisor (CPO/CTA). Its commercial structure combines a percentage-of-AUM management fee with performance-based compensation. NWI is organized to serve pooled funds and sits in sponsor/GP/managing-member roles for those vehicles. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 12

Active vs passive

$313M in ETFs

Passive

100%

$312M

Active

0%

$1.3M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
STATE STREET(R) HEALTH CARE SELECT SECTOR SPDR(R) ETF (XLV)	State Street	Passive	Health	$89.6M	565,000	28.61%

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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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