| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Dwm Sdgs Credit Fund, a Sub-Fund of Dwm Income Funds S.c.a. - SICAV Sif | Other Private | $237.4M | $108K |
| Dwm Inclusive Finance Equity Fund II, a Sub-Fund of Dwm Funds S.c.a. - SICAV Sif | Private Equity | $18.4M | $1M |
| Dwm Microfinance Equity Fund I, a Sub-Fund of Dwm Funds S.c.a. - SICAV Sif | Private Equity | $1.8M | $500K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Dwm Holdings, LLC Control | Member | Over 75% | 2007 |
| Edward Adger Marshall Control | Co-Managing Partner, Chief Compliance Officer, General Counsel | Under 5% | 2010 |
| Odeta Dana Tolliver Control | Chief Financial Officer | Under 5% | 2016 |
Dwm Asset Management, LLC reports $574.2 million in regulatory assets under management on its Form ADV.
Dwm Asset Management, LLC manages 3 private funds with combined gross assets of $257.7 million.
Dwm Asset Management, LLC reports 32 employees.
Dwm Asset Management, LLC is based in Stamford, CT and has been SEC-registered since 2007.
Dwm Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 100 First Stamford Place, 4th Floor, Stamford, CT 06902 |
| Phone | 203-655-5453 |
| Fax | 203-656-9528 |
| Office hours | 9:00 a.m. - 6:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Umbrella registration | Yes |
| Discloses disciplinary history | No |
| Discretionary | $20.2M |
| Non-discretionary | $554M |
| Total (RAUM) | $574.2M |