# MWA Investments

MWA Investments is a RIA based in White Stone, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** White Stone, United States
- **Region:** North America
- **Address:** Menlo Park, CA, United States
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 156685
- **SEC file number:** 801-135701
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/156685

## About

MWA Investments, LLC is an SEC-registered investment adviser in White Stone, VA, registered since 2026. The firm manages approximately $250 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Sectors

- Enterprise Software
- AI/ML
- Cybersecurity
- Infrastructure
- Digital Health

## Questions

### What does MWA Investments actually invest in?

The office focuses on late-stage venture and growth equity, primarily in enterprise software, AI/ML, and cybersecurity. There is also a meaningful allocation to digital infrastructure and energy transition assets, often executed as direct investments or co-investments alongside institutional managers. MWA does not publicly disclose specific portfolio company names.

### How does MWA source its deal flow without a public presence?

Appleman's deal flow is widely understood to flow from the relationships built during his two decades at Goldman Sachs, particularly his time leading the Merchant Banking Division. That network generates proprietary introductions to late-stage companies and direct co-investment opportunities that bypass the banker-driven auction processes most family offices compete in.

## Related profiles

- [6th Street Advisors](https://altss.com/profile/6th-street-advisors-llc)
- [The Simmons Partnership](https://altss.com/profile/the-simmons-partnership-inc)

---

Last updated: 2026-07-06T01:24:21.796Z

Canonical page: https://altss.com/profile/mwa-investments-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology