SourcingSourcing

DW PARTNERS, LP

C35
CRD 155459·SEC 801-71949·NEW YORK, NY
AUM
$2.27B
$1B+
Est. Revenue
$22.7M
@ 1% on AUM
Est. EBITDA
$6.8M
@ 30% margin
Est. Deal Value
$54.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
DW PARTNERS, LP
CRD
155459
SEC file #
801-71949
EIN
000000000
DBA names
Domain Real Estate Partners, LlcDw Partners, LpDw Partners Ii, Lp (relying Adviser)Dw Investment Management, Lp

Economics

AUM
$2.27B
AUM band
$1B+
AUM trajectory
'20'26
$2.92B → $2.27B▼ -22%
Client mix
Pooled Investment Vehicles20
Pension Profit Sharing Plans1

Operations

Employees (total)
41
Advisory staff (per ADV)
15
Advisory staff (5-yr trend)
'20'26
18 advisors → 15 advisors▼ -17%
Primary office
NEW YORK NY
Branches
Count1

Custodian & Brokerage

Primary custodian
State Streetlow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
dwim.us

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WARREN, DAVID, ROBERT
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
6
Control Persons
WARREN, DAVID, ROBERT
CLARK, ROBERT, MCNAMARA
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002017454
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2024-04-03
Edgar Last Filing Date
2024-04-03
Edgar Form D Count
1
Edgar Form D Offerings
2024-04-032024-04-03 · 0002017454-24-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
State Street24
Bny Mellon6
U.s. Bank4
E*trade4
Edgar Addresses
Mailing
590 MADISON AVENUE13TH FLOORNEW YORK, NY 10022
Business
590 MADISON AVENUE13TH FLOORNEW YORK, NY 10022
Edgar EIN
000000000
Edgar Recent Filings
D2024-04-03 · 0002017454-24-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
2501871
Trust Company Affiliate
No

People (5)

5
WARREN, DAVID, ROBERT
Direct Owner · 87.5%
2501871
CLARK, ROBERT, MCNAMARA
Direct Owner · 7.5%
4411938
HONARVAR, HOUDIN
Executive Officer · 2.5%
6787988
MANLEY, ROBERT, JOHN
Executive Officer · 2.5%
6776221
VALDES, MARC, DANIEL
Executive Officer · 2.5%
6695181