BW CAPITAL PARTNERS
BW FINANCIAL SERVICES, LLC Legal Name
Adviser information for BW CAPITAL PARTNERS last updated from Form ADV on February 6th, 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 | Delaware, 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 | – |
---|---|
Compensation | – |
Identifiers
SEC RIA File Number | 802-79629 |
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SEC ERA File Number | 802-79629 |
SEC CIK Numbers | None |
SEC CRD Numbers | 162294 |
Legal Entity Identifier | None |
Principal Office
900 N. MICHIGAN AVE., SUITE 1600CHICAGO
IL
United States
Monday - Friday, 9-5
Tel: 312-648-6800, Fax: None
Websites
Chief Compliance Officer
JUSTIN SMOLLAR
CFO
900 N. MICHIGAN AVE., SUITE 1600
CHICAGO
IL
United States
Tel:
312-648-6800
J*****@*************L
(Full email address available in API data)
Industry Affiliates
BWCP MANAGERS, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|---|---|---|---|
ANSWERS MEDIA INVESTMENT LLC | Venture Capital Fund | $0.4M | $0.0M | 18 |
BW CAPITAL PARTNERS, L.P. | Private Equity Fund | $6.3M | $0.5M | 50 |
BW CO-INVESTMENT PARTNERS, LLC | Private Equity Fund | $0.2M | $0.1M | 32 |
BW METALS, LLC | Private Equity Fund | $0.3M | $0.0M | 8 |
BW TECHNOLOGY INVESTORS, LLC | Private Equity Fund | $2.5M | $0.0M | 13 |
BWCP MANAGERS LLC | Venture Capital Fund | $1.4M | $0.0M | 15 |
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
WOLF, WILLIAM, ELMER | Individual | – | CHIEF EXECUTIVE OFFICER, MEMBER | 11/2011 | > 75% |
JAMES MORRIS WOLF TRUST | Domestic Entity | – | MEMBER | 01/2015 | < 5% |
ANNA B WOLF TRUST | Domestic Entity | – | MEMBER | 01/2015 | < 5% |
Smollar, Justin, Bennett | Individual | – | CHIEF FINANCIAL OFFICER | 05/2016 | < 5% |