EW ADVISER, LLC
Adviser information for EW ADVISER, LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
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Fiscal Year End | DECEMBER |
Legal Location | Arizona, United States |
Employees
Total Number of Employees | 0 |
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Investment Advisory/Research | 0 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 0 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | No |
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Clients
Type | Number | RAUM |
---|---|---|
Individuals | 0 | $0 |
HNW Individuals | 0 | $0 |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
Services
Advisory Services | – |
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Compensation | – |
Identifiers
SEC RIA File Number | 802-122501 |
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SEC ERA File Number | 802-122501 |
SEC CIK Numbers | None |
SEC CRD Numbers | 316118 |
Legal Entity Identifier | None |
Principal Office
2555 EAST CAMELBACK ROADSUITE 400
PHOENIX
AZ
United States
Monday - Friday, 9:00 TO 5:00
Tel: 602-224-4471, Fax: None
Chief Compliance Officer
ERIC WICHTERMAN
MANAGER AND MEMBER
2555 EAST CAMELBACK ROAD
SUITE 400
PHOENIX
AZ
United States
Tel:
602-224-4471
E**************@***********M
(Full email address available in API data)
Industry Affiliates
ERIC J. WICHTERMAN, P.C. | Sponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
ERIC WICHTERMAN | Real estate broker or dealerSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|---|---|---|---|
EW ALTURAS RETAIL FUNDING, LLC | Private Equity Fund | $2.5M | $0.0M | 14 |
EW CABANA I, LLC | Private Equity Fund | $2.0M | $0.0M | 16 |
EW CABANA II, LLC | Private Equity Fund | $1.8M | $0.0M | 15 |
EW CABANA III, LLC | Private Equity Fund | $1.3M | $0.1M | 9 |
EW FARMER HOLDING, LLC | Private Equity Fund | $2.0M | $0.0M | 14 |
EW GAINEY RANCH, LLC | Private Equity Fund | $1.9M | $0.1M | 12 |
EW SANDY COMMERCE, LLC | Private Equity Fund | $1.3M | $0.0M | 11 |
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
Wichterman, Eric, J | Individual | – | CHIEF COMPLIANCE OFFICER; MANAGER; MEMBER | 05/2021 | > 75% |