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Fwg Investment Management, LLC

● SEC registered since 2022CRD 322394SEC# 801-126553Winter Park, FL
Export (members)
Ranks #5,829 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$12.4M
Fund GAV
$12.4M
Private funds
1
Employees
2
Accounts
1
Location
Winter Park, FL

Fwg Investment Management, LLC assets under management

Fwg Investment Management, LLC operates as an SEC-registered investment adviser based in Winter Park, FL. The firm has been registered since 2022. It reports $12.4 million in regulatory assets under management and employs 2 people. Fwg Investment Management, LLC manages 1 private fund with combined gross assets of $12.4 million, including Fwg Capital Fund LP. By regulatory assets, it ranks 5,829 of 5,911 private fund managers.

Fwg Investment Management, LLC private funds

1 funds · $12.4M GAV
FundTypeGross assetsMin.
Fwg Capital Fund LPPrivate Equity$12.4M$50K

Fwg Investment Management, LLC owners & executives

5 reported
NameTitleOwnershipSince
Capital Rock LLCMember10-25%2022
John Edward Ledford ControlManaging Member, CcoUnder 5%2022
Ledford Holdings, LLC ControlMemberOver 75%2022
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Frequently asked questions

How much does Fwg Investment Management, LLC manage?

Fwg Investment Management, LLC reports $12.4 million in regulatory assets under management on its Form ADV.

How many private funds does Fwg Investment Management, LLC manage?

Fwg Investment Management, LLC manages 1 private funds with combined gross assets of $12.4 million.

How many employees does Fwg Investment Management, LLC have?

Fwg Investment Management, LLC reports 2 employees.

Where is Fwg Investment Management, LLC located?

Fwg Investment Management, LLC is based in Winter Park, FL and has been SEC-registered since 2022.

Does Fwg Investment Management, LLC disclose fund performance?

Fwg Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1099 W Morse Blvd, Winter Park, FL 32789
Phone407-999-8998
Office hours9:00a.m. - 5:00p.m.
SEC regionMiami Regional Office (MIRO)
Umbrella registrationYes
Discloses disciplinary historyNo

Assets under management

Discretionary$12.4M
Non-discretionary$0
Total (RAUM)$12.4M

Service providers

Prime broker
Administrator