PW Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 281492
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
PW Capital Management, LLC is a small, privately owned advisory firm that focuses on portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and identifies as a single-state, non-ESG active adviser. Filings classify the business as unclassified and list the owner type as individual. Investment activity shows a clear tilt toward fixed-income strategies, with investment-grade corporate bonds playing a primary role in portfolio construction. The firm’s advisory mandate is straightforward: discretionary portfolio management with an emphasis on preserving capital and generating yield from high-quality credit. PW Capital Management, LLC does not report pension consulting or multi-state advisory operations and does not appear to act as a capital allocator on behalf of external managers.
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
Asset composition
- Investment Grade Corp Bonds31%
- Cash & Cash Equivalents31%
- US Government Bonds22%
- Exchange Traded Equities16%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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