Investment adviser · CRD 141674

MD WITTER INVESTMENTS, LLC

Investment adviser filing (IA)

NEW YORK, NY, United States · Form ADV filed Mar 10, 2015

Regulatory AUM: $96.5M
Client accounts: 4
Employees: 5
Advisory professionals: 3

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

WITTER GLOBAL OPPORTUNITIES, LTDHedge Fund · Last reported Apr 21, 2014$0Gross asset value

Feeder funds

WITTER GLOBAL OPPORTUNITIES OFFSHORE, LTD

Fund administrator SWISS FUND SERVICES BERMUDA, British Virgin Islands Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor BRINSTER & BERGMAN ROCKVILLE CENTRE, New York, United States

Custodian JP MORGAN CLEARING CORP. NEW YORK, New York, United States Related to adviser: No

Prime broker JEFFERIES LLC NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

JEFFERIES LLC
CRD 2347 · SEC 8-15074

Fund details & source

Fund ID: 805-5992512931
Reported beneficial owners: 2
Minimum commitment: $250K

Form ADV 818683 · Apr 21, 2014 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 10, 2015. View historical filings

Reported services

Individual portfolio management · Business portfolio management

Compensation

Percentage of assets

Principal office

370 PARK AVENUE, NO. 105
NEW YORK, NY, 10022, United States

CRD 141674

Filing source

Form ADV 878379 · Mar 10, 2015 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.