Atw Partners LLC

Fee-Only (% of Portfolio)

ATW Partners provides investment advice to private funds and special purpose vehicles (SPVs). The firm generally has broad investment authority for the funds and a narrower mandate for the SPVs, which are often formed to facilitate co-investment opportunities. ATW Partners does not tailor its advisory services to the individual needs of investors in the funds.

Assets Under Management$580M
Clients32
AdvisorsN/A
Avg. per Client$18M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

ATW Partners manages investments for private funds and special purpose vehicles. The firm charges a management fee based on the amount of the client's commitment under management. The management fee is typically up to 2% annually for the funds and 1% annually for the SPVs, payable quarterly in advance. Clients also pay an incentive fee of up to 20% of income, gains, and losses from portfolio investments.

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