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DWM Family Wealth
DWM FAMILY WEALTH is a state-registered investment adviser with $23 million in regulatory assets under management. The firm manages $22 million on a...
Overview
DWM FAMILY WEALTH is a state-registered investment adviser with $23 million in regulatory assets under management. The firm manages $22 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Sector focus
Frequently asked questions
How does DWM source proprietary deal flow?
DWM originates direct investments primarily in private credit and asset-backed lending, where the firm sources deals through its own network rather than relying exclusively on external fund managers. This proprietary sourcing model allows the firm to offer families access to non-correlated yield. The exact pipeline and originators are not publicly documented.
Does DWM participate in fund commitments or only direct deals?
DWM uses a hybrid approach. The firm makes direct investments in private credit and real estate, but also commits capital to external hedge fund vehicles for its liquid allocation. This dual strategy allows families to access both proprietary deal flow and manager-based diversified exposure.
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