The BWM is a privately held investment adviser that advises $1.1Bn in regulatory assets under management held in 0 SEC fund types across 1 investment strategies. BWM is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets decreased by 2.5% over the last 5-years.
The Group has been registered with the SEC for 9.47 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 10100 WEST CHARLESTON BLVD. #213, LAS VEGAS, NEVADA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 6 employees comprised of 5 investment and 1 non-investment staff. The total number of Employees remained the same over the last few years.
Their $1.1Bn in assets advised are owned by 0 private funds, 2 public funds and BDCs and 14 other accounts. Assets of High Net Worth Individuals clients own $476.71mn or 43.32% of Total Assets and Investment Companies (IC) own $456.56mn or 41.49% of Total Assets.
The Group's top investment strategies include Long/Short Equity, representing 100% of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Investment Companies (IC).
The Group uses 1 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
BWM names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.