Lw Capital Management, LLC

Fee-Only (% of Portfolio)

LW Capital Management provides investment advice to funds and separately managed accounts, specializing in managing a concentrated portfolio of public equity securities. The portfolio typically holds fewer than 20 securities, primarily focusing on domestic small-cap equities, though investments in larger and international securities are permitted. LW does not provide tailored investment advice to the fund's investors or managed account clients.

Assets Under Management$91M
Clients2
AdvisorsN/A
Avg. per Client$45M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$25M
Investment management only (planning not offered)

LW Capital Management manages individual accounts for qualified clients and charges a management fee of up to 1.25% per year, paid monthly or quarterly in advance. LW may also charge a performance fee of 20% of new net profits accrued in the account each calendar month, earned at year-end.

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