RIA Intel›Advisers›Connecticut›JADWIN ASSET MANAGEMENT LLC

JADWIN ASSET MANAGEMENT LLC

Advisory

GREENWICH, CT

Data as of Sep 29, 2023 · Source: SEC Form ADV

Rank in CT

#1,001

of 1,312 advisers by AUM

Average account

$2M

across 23 accounts

AUM per adviser

$49M

1 advisers

Source: SEC Form ADV. Figures as filed Sep 29, 2023.

Total AUM

$49M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$49M

Discretionary AUM$49M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients23

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCT

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

23 clients

23 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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