MWP ADVISORY, LLC

other names
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Adviser Profile
As of Date 03/27/2024
Adviser Type - Large advisory firm
Number of Employees 25
of those in investment advisory functions 7
Registration SEC, Approved, 07/01/2020
AUM* 578,081,784 102.47%
of that, discretionary 578,081,784 102.47%
Private Fund GAV* 578,081,784
Avg Account Size 578,081,784 102.47%
SMA’s No
Private Funds 1
Contact Info 646 xxxxxxx

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

Reported AUM

Discretionary
Non-discretionary
286M 245M 204M 163M 122M 82M 41M
2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count1 GAV$578,081,784

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Brochure Summary