Updated:
MWM Group
MWM Group is an SEC-registered investment adviser in CEDARHURST, NY, since 2012. The firm manages $431 million in assets, $429 million on a discretionary...
MWM Group
MWM Group is an SEC-registered investment adviser in CEDARHURST, NY, since 2012. The firm manages $431 million in assets, $429 million on a discretionary basis. It has 4 employees and 2 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2012
Location
Region
North America
Country
United States
City
Cedarhurst
Corporate office
Cedarhurst, NY, United States
Sector focus
Frequently asked questions
What is MWM Group's primary investment focus?
MWM Group concentrates on direct real estate investments and private credit opportunities. The firm targets commercial and residential real estate assets for value-add and opportunistic returns, while also originating bridge loans and mezzanine debt for middle-market sponsors. Its strategy captures both equity appreciation and current yield from bespoke credit structures.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: