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| FWG Investment Management LLC
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|---|---|
| CRD # | 322394 |
| SEC # | 801-126553 |
| CIK # | 0001944877 |
| AUM | 14.4 M (2026-03-30) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 407-999-8998 |
| Address | 1099 W Morse Blvd Winter Park, FL 32789 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 1.8 | ||
| Holdings by Sector ($M) |
|---|
| 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) | |
|---|---|
| Serves | Institutional |
| Fund Types | Private Equity |
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