FWG INVESTMENT MANAGEMENT

other names
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Adviser Profile
As of Date 02/21/2025
Adviser Type - Related adviser
Number of Employees 2 -50.00%
of those in investment advisory functions 2 -33.33%
Registration SEC, Approved, 09/12/2022
AUM* 12,355,013 27.89%
of that, discretionary 12,355,013 27.89%
Private Fund GAV* 12,355,013 5.43%
Avg Account Size 12,355,013 27.89%
SMA’s No
Private Funds 1
Contact Info 407 xxxxxxx

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

10M 8M 7M 6M 4M 3M 1M
2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count1 GAV$12,355,013

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Brochure Summary