Investment adviser · CRD 146816
PW GLOBAL ADVISORS
Investment adviser filing (IA)
PW CAPITAL LLC
BOSTON, MA, United States · Form ADV filed Nov 19, 2013
- Regulatory AUM
- $20M Form ADV · Item 5.F
- Client accounts
- 85 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Nov 19, 2013. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
ONE LIBERTY SQUARE, 5TH FLOORBOSTON, MA, 02109, United States
CRD 146816
Filing source
Form ADV 767507 · Nov 19, 2013 · 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.