Atw Partners Llc

1 PENNSYLVANIA PLAZA, New York, New York 10119

SEC CRD#283146
Last ADV filed: 03/31/2025
Verified Fiduciary

Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.

Fee-Only Verified

Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.

Clean Disciplinary Record

No criminal, civil, or regulatory disclosures found in SEC or FINRA records.

Additional Compensation Disclosed

This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.

Fee Structure

AUM-Based Fee1.00%of assets under management

Detailed Fee Schedule

day of the applicable quarter. For the SPVs, the Adviser generally charges an annual fee of 1% of the value of each investor’s capital contributed at the time of funding. The Management Fee will be prorated for any period that is less than a full quarter. Similarly, Clients that pay a Manag

Source: Form ADV Part 2 Brochure
Compensation methods:
Percentage of AUMPerformance-based fees

Compensation Transparency

  • Also offers proprietary investment products

These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.

Atw Partners Llc — Fiduciary Advisor Profile | FiduciaryListings