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.
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.