FWG Investment Management LLC

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Assets, Funds, Holdings

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FWG Investment Management LLC
CRD #322394
SEC #801-126553
CIK #0001944877
AUM 14.4 M (2026-03-30)
Employees 2 (100% Investors, 0% Brokers)
Fees
Minimum
Phone407-999-8998
Address1099 W Morse Blvd
Winter Park, FL 32789
Source [IAPD] [EDGAR]
Total AUM ($M)
151296302010201520212027
Fees and Compensation — Form ADV Part 2A (3/30/2026) [Brochure]
Item 5 – Fees and Compensation

The Fund pays the Advisor an annual management fee of 2.00% of assets managed, payable quarterly in advance.
The management fee with respect to certain investors, including, without limitation, affiliates of the Advisor and/or
Fund, may be waived, reduced, or otherwise modified by the Advisor in its sole discretion. For more detailed
information on the fees and compensation received by the Advisor and its affiliates, please refer to the
Fund’s offering documents.
Account Minimums and Types of Clients — Form ADV Part 2A (3/30/2026) [Brochure]
Item 7 – Types of Clients

FWGIM provides investment advice to the Fund. Unless otherwise agreed by the Fund, the minimum subscription
for interests is $50,000.
Sector Form 13F Holdings Value ($M)
Apple Inc 1.8
 
 
 
 
 
 
 
 
 
 
Holdings by Sector ($M)
16012896643202024202520262027
Type Form D Funds Date Sold AUM
PE FWG Capital Fund LP [2022-08-12] 10.9 M 12.4 M
Offered $10,949,713 · Filed 2024-03-11 (D/A) · Exemption 506(b) · Minimum $50,000 · Duration More than one year · Revenue Decline to Disclose
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 1 14.4
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 1 14.4
By Discretionary
Discretionary 1 14.4
Non-Discretionary 0 0.0
Total 1 14.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 14.4
Total 1 14.4
Form D Directors Role # Filings # Firms 2011 - 2026
Nathan Crisenberry Promoter 18 4
EDGAR Form CIK 2011 - 2026
13F-HR [0001944877]
Firm Profile (Form ADV)
ServesInstitutional
Fund TypesPrivate Equity
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