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Rw Investment Management LLC

● SEC registered since 2016CRD 282707SEC# 801-107268Eagle, ID
Export (members)
Reg. AUM
$1.47B
Employees
19
Accounts
2,344
Location
Eagle, ID

Rw Investment Management LLC assets under management

Rw Investment Management LLC is a registered investment adviser overseen by the SEC based in Eagle, ID. The firm has been registered since 2016. It reports $1.5 billion in regulatory assets under management and employs 19 people.

Rw Investment Management LLC owners & executives

8 reported
NameTitleOwnershipSince
Bryan Alexander RundMemberUnder 5%2024
Kimberly L. Jaques, LLCManaging Member10-25%2020
Melissa Ann JenkinsMember & Chief Compliance Officer5-10%2021
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Frequently asked questions

How much does Rw Investment Management LLC manage?

Rw Investment Management LLC reports $1.5 billion in regulatory assets under management on its Form ADV.

How many employees does Rw Investment Management LLC have?

Rw Investment Management LLC reports 19 employees.

Where is Rw Investment Management LLC located?

Rw Investment Management LLC is based in Eagle, ID and has been SEC-registered since 2016.

Does Rw Investment Management LLC disclose fund performance?

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

Contact & registration

Address1028 S. Bridgeway Place, Suite 200, Eagle, ID 83616
Phone208-333-1433
Fax208-297-5456
Office hours7:30 a.m. - 4:30 p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK1631627
Discloses disciplinary historyNo

Assets under management

Discretionary$1.45B
Non-discretionary$18.9M
Total (RAUM)$1.47B