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Mw Eaglewood Americas LLC (New York)


Mw Eaglewood Americas LLC is a large advisory firm based in New York. It manages $2.18 billion of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of New York.

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Mw Eaglewood Americas provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mw Eaglewood Americas: assets under management

The assets under management (AUM) of Mw Eaglewood Americas LLC is $2.18 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 3% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $2.18 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $435.23 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mw Eaglewood Americas LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 11 indirect owners.

Name Entity Date acquired Ownership Employer ID
Mw Eaglewood Management Limited Member 1 Apr 2014 75% - 100% foreign
Lindsey Mcmurray Shareholder 1 Sep 2014 25% - 50% 6042157
Mw Eaglewood Ltd Shareholder 1 Oct 2015 75% - 100% foreign
Mw Eaglewood Group Lp Shareholder 1 Oct 2015 75% - 100% foreign
Mw Eaglewood Group (Gp) Ltd General partner 1 Oct 2015 Other foreign
Mw Group Lp Limited partner 1 Oct 2015 75% - 100% foreign
Mw Group (Gp) Ltd General partner 1 Oct 2015 Other foreign
Mw Eaglewood Ltd. Member 1 Dec 2016 75% - 100% foreign
Psc Eaglewood Limited Member 1 Dec 2016 75% - 100% foreign
Mw Eaglewood Group Lp Shareholder 1 Sep 2017 25% - 50% foreign
Pollen Street Capital Holdings Limited Shareholder 1 Sep 2017 75% - 100% foreign

Based in New York

The principal office where Mw Eaglewood Americas LLC performs its advisory services is located at 350 Park Avenue, New York, NY 10022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-729-4688 or by fax 212-358-2574. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at mweaglewood.com.


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