PW CAPITAL LLC
Legal name: PW GLOBAL ADVISORS
CRD #146816 SEC #801-69097 BOSTON, MA 617-500-8680
SEC Registered
Total AUM
$128M
Discretionary
$68.2M
Employees
5
Clients
1
Accounts
370
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2013 | $20M | $20M | $0 | 1 | 26 |
| Nov 2013 | $20M | $20M | $0 | 1 | 26 |
| Nov 2013 | $20M | $20M | $0 | 1 | 26 |
| Jul 2013 | $20M | $20M | $0 | 1 | 26 |
| Mar 2013 | $128M | $68.2M | $59.8M | 5 | 165 |
| Mar 2013 | $128M | $68.2M | $59.8M | 5 | 165 |
| Sep 2012 | $126.2M | $75.3M | $50.9M | 1 | 26 |
| Sep 2012 | $126.2M | $75.3M | $50.9M | 1 | 26 |
| Aug 2012 | $126.2M | $75.3M | $50.9M | 1 | 26 |
| May 2012 | $126.2M | $75.3M | $50.9M | 1 | 26 |
| Mar 2012 | $126.2M | $75.3M | $50.9M | 1 | 26 |
| Mar 2010 | $133.5M | $35M | $98.5M | 5 | -- |
| Apr 2009 | $50M | $25M | $25M | 5 | -- |
| Apr 2009 | $50M | $25M | $25M | 5 | -- |
DateNov 2013
Total AUM$20M
Discretionary$20M
Non-Disc.$0
Employees1
Clients26
DateNov 2013
Total AUM$20M
Discretionary$20M
Non-Disc.$0
Employees1
Clients26
DateNov 2013
Total AUM$20M
Discretionary$20M
Non-Disc.$0
Employees1
Clients26
DateJul 2013
Total AUM$20M
Discretionary$20M
Non-Disc.$0
Employees1
Clients26
DateMar 2013
Total AUM$128M
Discretionary$68.2M
Non-Disc.$59.8M
Employees5
Clients165
DateMar 2013
Total AUM$128M
Discretionary$68.2M
Non-Disc.$59.8M
Employees5
Clients165
DateSep 2012
Total AUM$126.2M
Discretionary$75.3M
Non-Disc.$50.9M
Employees1
Clients26
DateSep 2012
Total AUM$126.2M
Discretionary$75.3M
Non-Disc.$50.9M
Employees1
Clients26
DateAug 2012
Total AUM$126.2M
Discretionary$75.3M
Non-Disc.$50.9M
Employees1
Clients26
DateMay 2012
Total AUM$126.2M
Discretionary$75.3M
Non-Disc.$50.9M
Employees1
Clients26
DateMar 2012
Total AUM$126.2M
Discretionary$75.3M
Non-Disc.$50.9M
Employees1
Clients26
DateMar 2010
Total AUM$133.5M
Discretionary$35M
Non-Disc.$98.5M
Employees5
Clients--
DateApr 2009
Total AUM$50M
Discretionary$25M
Non-Disc.$25M
Employees5
Clients--
DateApr 2009
Total AUM$50M
Discretionary$25M
Non-Disc.$25M
Employees5
Clients--