Data / Investment advisers / New York / MW Advisor, LLC
MW Advisor, LLC, New York, NY: $553 million AUM, SEC registered investment adviser
MW Advisor, LLC is an SEC registered investment adviser with its main office in New York, New York and reports $553 million in regulatory assets under management in its Form ADV filed October 28, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 1 private fund.
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- Registration
- SEC registered investment adviser
- CRD number
- 332429
- SEC file number
- 801-131369
- SEC status
- Approved, effective October 25, 2024
- Main office
- One Bryant Park 38th Floor, New York, NY 10036
- Phone
- (212) 500-3000
- Regulatory AUM
- $552,532,676 in the Form ADV filed October 28, 2026
- Discretionary AUM
- $552,532,676
- Accounts
- 1
- Employees
- 115, of which 19 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 1: 1 private equity fund
- Gross assets of private funds
- $552,532,676
- Other offices
- 4
- Form ADV Item 11 disclosures
- Reported: SEC or CFTC regulatory actions
- Latest Form ADV filing
- October 28, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 1 | $552.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $552.5 million | March 31, 2026 |
| December 1, 2025 | $260.2 million | July 30, 2025 |
Other advisers in New York
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| SQ Capital LLC | New York | $556.1 million | 3 | adviserinfo.sec.gov |
| Spruce Street Capital LP | New York | $555.9 million | 3 | adviserinfo.sec.gov |
| Indago Capital LLC | New York | $555.9 million | 2 | adviserinfo.sec.gov |
| Premier Wealth Advisors, LLC | New York | $555.1 million | Not listed | adviserinfo.sec.gov |
| Sma Capital LLC | New York | $553.5 million | Not listed | adviserinfo.sec.gov |
| New Holland Trading LLC | New York | $550 million | Not listed | adviserinfo.sec.gov |
| Terramont Infrastructure Management LLC | New York | $549.9 million | 6 | adviserinfo.sec.gov |
| Exome Asset Management LLC | New York | $548.6 million | 2 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New York, NY
- Investment advisers in New York
- Advisers with $500 million to $1 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- MW Advisor, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.