Pw Fund Advisor, L.L.C. (New York)
Pw Fund Advisor, L.L.C. is a large advisory firm based in New York. It manages $1.73 billion of regulatory assets for 13 client accounts. It has been registered with the SEC as an adviser since 2001.
Pw Fund Advisor, L.L.C provides portfolio management for investment companies and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Pw Fund Advisor, L.L.C: assets under management
The assets under management (AUM) of Pw Fund Advisor, L.L.C. is $1.73 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 23% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Pw Fund Advisor, L.L.C. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Indirect Owners
The SEC currently registers 3 indirect owners.Based in New York
The principal office where Pw Fund Advisor, L.L.C. performs its advisory services is located at 1285 Ave Of The Americas, 18 Th Fl., New York, NY 10019, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 212-713-9036 or by fax 212-713-3493. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday.
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