ATW Partners LLC and its relying adviser, ATW Partners Opportunities Management, LLC, manage private investment funds and special purpose vehicles for institutional and accredited investors. The firm pursues capital appreciation through a hybrid structured finance strategy, investing in private equity, venture capital, convertible notes, and public securities. The firm does not manage individual retail client accounts or provide personal financial planning services.
Assets Under Management$1.2B
Clients39
AdvisorsN/A
Avg. per Client$29M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Management fee is up to 2% annually of investor commitments for funds. Special purpose vehicles incur a one-time fee of 1% of contributed capital. Performance fee of up to 20% also applies.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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No advisors found for this firm.