Data / Investment advisers / New York / MWP Advisory, LLC
MWP Advisory, LLC, New York, NY: $1.6 billion AUM, SEC registered investment adviser
MWP Advisory, LLC is an SEC registered investment adviser with its main office in New York, New York and reports $1.6 billion in regulatory assets under management in its Form ADV filed March 31, 2026. Its clients include pooled investment vehicles. It is paid through other fees. It advises 2 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 309573
- SEC file number
- 801-119015
- SEC status
- Approved, effective July 1, 2020
- Main office
- 600 Madison Avenue 17th Floor, New York, NY 10022
- Phone
- (646) 979-4070
- Regulatory AUM
- $1,647,827,860 in the Form ADV filed March 31, 2026
- Discretionary AUM
- $1,647,827,860
- Accounts
- 2
- Employees
- 39, of which 7 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- other fees
- Private funds
- 2: 2 private equity funds
- Gross assets of private funds
- $1,686,152,860
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 31, 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 | 2 | $1.65 billion |
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 | $1.65 billion | March 31, 2026 |
| December 1, 2025 | $1.27 billion | August 20, 2025 |
Other advisers in New York
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| 50t Funds | New York | $1.66 billion | 19 | adviserinfo.sec.gov |
| Levin Capital Strategies, L.P. | New York | $1.66 billion | 1 | adviserinfo.sec.gov |
| Hermes Gpe (USA) Inc | New York | $1.66 billion | Not listed | adviserinfo.sec.gov |
| Compass Group LLC | New York | $1.65 billion | 7 | adviserinfo.sec.gov |
| Richbrook Advisors, LP | New York | $1.65 billion | 5 | adviserinfo.sec.gov |
| Willow Wealth | New York | $1.64 billion | 120 | adviserinfo.sec.gov |
| Zweig-Dimenna Associates LLC | New York | $1.63 billion | 4 | adviserinfo.sec.gov |
| Third Avenue Management LLC | New York | $1.63 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New York, NY
- Investment advisers in New York
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- MWP Advisory, 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.