Jwc Management, L.P. (Waltham)

Name: Jwc Management, L.P.
Address: 500 Totten Pond Rd. Fl. 6, Waltham, MA, 02451
Telephone: 617-753-1100

Jwc Management, L.P. is a large advisory firm based in Waltham. It manages $825.2 million of regulatory assets for 11 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of Massachusetts.

Jwc Management provides 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.

Jwc Management: assets under management

The assets under management (AUM) of Jwc Management, L.P. is $825.2 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -48% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $825.2 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $75.02 million each.

Jwc Management has custody of $825.2 million in cash and securities for 11 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jwc Management, L.P. 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.

What kind of clients Jwc Management serves?

The only and largest group of clients of Jwc Management is pooled investment vehicles with 11 clients and $825.2 million of assets under management. Among the 13 most similar advisory firms, Jwc Management has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $825.2 million for 11 clients. None of the firm’s clients are foreign persons or businesses.

Jwc Management also advises several private funds. Namely, eleven private equity funds. The minimum investment commitment required of non-related persons ranges from $0 to $1,000,000.

Careers at Jwc Management, L.P.

The company employs 29 people that are either part- or full-time employees. 59 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. J.W. Childs Associates	Sole partner of j.w. childs associates, l.p.	1 Feb 1995	75% - 100%	04-3270831
Llc Jwc Partners	General partner	1 Apr 2014	Other	46-5324939
Adam Lewis Suttin	Limited partner	1 Apr 2014	Other	6334806
William Edward Watts	Limited partner	1 Apr 2014	Other	6334808
David Anthony Fiorentino	Limited partner	1 Apr 2014	Other	2632793
Jeffrey James Teschke	Limited partner	1 Apr 2014	Other	2522140
Todd Fitzpatrick	Chief compliance officer	1 Apr 2014	Other	6317536
Jodie Ellen Urquhart	Assistant treasurer	1 Apr 2014	Other	6029211

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
John Winston Childs	President	1 Feb 1995	75% - 100%	1475165
John Winston Childs	Manager	1 Apr 2014	Other	1475165

Based in Waltham

The principal office where Jwc Management, L.P. performs its advisory services is located at 500 Totten Pond Rd. Fl. 6, Waltham, MA 02451, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-753-1100 or by fax 617-753-1101. The normal business hours are 8:30 a.m. - 6:00 p.m. on Monday - Friday. You can find more information about the New York firm at jwchilds.com.