The DW INVESTMENT MANAGEMENT, LP is a privately held investment adviser that advises $2.27Bn in regulatory assets under management held in 4 SEC fund types across 5 investment strategies. DW INVESTMENT MANAGEMENT, LP is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 19.69% over the last 5-years.
The Group has been registered with the SEC for 15.7 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 520 MADISON AVENUE 21ST FLOOR, NEW YORK, NEW YORK. The Group has been subject to regulatory enforcement actions. They are regulated by 3 US and Non-US bodies.
They have 41 employees comprised of 15 investment and 26 non-investment staff. The total number of Employees increased by 41.38% over the last 5-years.
Their $2.27Bn in assets advised are owned by 20 private funds, 0 public funds and BDCs and 1 other account. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $2.27Bn or 100% of Total Assets and Pension and Profit Sharing Plans-Private own $65.8K or 0% of Total Assets.
The Group's top investment strategies include FI/Credit - Diverse, Traditional LBO and FI/Credit - Asset Backed Securities, representing 77.57%, 12.19% and 8.16% of total assets, respectively.
They advise 2 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and Pension and Profit Sharing Plans-Private.
The Group uses 2 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 3 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $34.04mn in assets.
The Group discloses management fees and performance-based fees.
DW INVESTMENT MANAGEMENT, LP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 4 funds.