The LW INVESTMENT MANAGEMENT is a privately held investment adviser that advises $225.74mn in regulatory assets under management held in 2 SEC fund types across 2 investment strategies. LW INVESTMENT MANAGEMENT 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 3,860.73% over the last 5-years.
The Group has been registered with the SEC for 2.09 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 1101 BRICKELL AVENUE SUITE 1600, MIAMI, FLORIDA. The Group has been subject to regulatory enforcement actions. They are regulated by 9 US and Non-US bodies.
They have 10 employees comprised of 4 investment and 6 non-investment staff. The total number of Employees increased by 25% over the last 5-years.
Their $225.74mn in assets advised are owned by 3 private funds, 0 public funds and BDCs and 6 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $187.5mn or 83.06% of Total Assets and Banking of Thrift Institutions own $18.31mn or 8.11% of Total Assets.
The Group's top investment strategies include FI/Credit - Diverse and Traditional LBO, representing 75.05% and 24.95% of total assets, respectively.
They advise 5 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and Banking of Thrift Institutions.
The Group uses 1 Fund Administrators, 1 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 management fees and performance-based fees.
LW INVESTMENT MANAGEMENT names 2 sub-advisers EMERGE MANAGEMENT GROUP, PRIVAL BANK S.A. to 1 different fund advised by the group. The Group has been named as the sub-adviser to 0 funds.