AWM Investment Company manages investments for eight private investment funds. AWM focuses on equity securities and securities with equity features of publicly traded companies that possess a technological, market, or product niche. AWM does not serve as investment advisor to any other accounts, discretionary or otherwise. AWM also provides administrative duties to each of the Funds.
Assets Under Management$1.1B
Clients8
AdvisorsN/A
Avg. per Client$140M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
AWM Investment Company manages investments for private funds and charges a management fee quarterly. The fee is 1.5% per year of the net managed assets for most funds. For the Innovation Funds, the fee is 2% per year of the aggregate amount of capital contributions. Fees are not negotiable.
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