MW Advisor provides investment management services to a private investment fund. The firm's team researches investment opportunities, analyzes them, structures investments, and monitors them for the fund. The fund primarily invests in senior secured loans but can also invest in junior debt and equity. MW Advisor shares staff with affiliated investment advisors, which may create conflicts of interest.
Assets Under Management$260M
Clients1
AdvisorsN/A
Avg. per Client$260M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
MW Advisor charges the fund an annual management fee of up to 1.50% of invested capital. There is also an incentive fee based on the fund's performance. The firm may negotiate different fee schedules for individual investors in the fund.
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