JW Asset Management provides investment management to private funds, focusing on the healthcare, consumer, and retail sectors. Jason Wild, the managing member, is responsible for all securities selections. The firm analyzes regulatory filings, meets with company management, and uses industry contacts to identify opportunities. JW Asset manages JW Growth Fund, JW Opportunities Fund, JW Partners, JW Select Investments, and Insight Wellness Fund.
Assets Under Management$390M
Clients5
AdvisorsN/A
Avg. per Client$79M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
JW Asset Management manages investments for private funds and charges a management fee of up to 2% per year. This fee is based on the value of the fund's assets and is charged quarterly. The fee may be waived or reduced for certain investors, such as affiliates or employees.
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