The DW MANAGEMENT SERVICES, LLC is a privately held investment adviser that advises $2.74Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. DW MANAGEMENT SERVICES, LLC 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 110.37% over the last 5-years.
The Group has been registered with the SEC for 14.35 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 1413 CENTER DRIVE STE. 220, PARK CITY, UTAH. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 34 employees comprised of 29 investment and 5 non-investment staff. The total number of Employees increased by 21.43% over the last 5-years.
Their $2.74Bn in assets advised are owned by 12 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients total $2.74Bn or 100% of Total Assets.
The Group's top investment strategies include Traditional LBO, representing 100% of total assets, respectively.
They advise 1 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 2 Custodians and 2 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, management fees and performance-based fees.
DW MANAGEMENT SERVICES, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.