Jwc Management, L.P. is a large advisory firm based in Waltham. It manages $825.2 million of regulatory assets for 11 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of Massachusetts.
Jwc Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Jwc Management, L.P. is $825.2 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -48% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Jwc Management, L.P. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Jwc Management is pooled investment vehicles with 11 clients and $825.2 million of assets under management. Among the 13 most similar advisory firms, Jwc Management has the 3rd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $825.2 million for 11 clients. None of the firm’s clients are foreign persons or businesses.
Jwc Management also advises several private funds. Namely, eleven private equity funds. The minimum investment commitment required of non-related persons ranges from $0 to $1,000,000.
The company employs 29 people that are either part- or full-time employees. 59 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Jwc Management, L.P. performs its advisory services is located at 500 Totten Pond Rd. Fl. 6, Waltham, MA 02451, 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 617-753-1100 or by fax 617-753-1101. The normal business hours are 8:30 a.m. - 6:00 p.m. on Monday - Friday. You can find more information about the New York firm at jwchilds.com.