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| Keyboard |
| HW Capital LLC
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|---|---|
| CRD # | 298731 |
| SEC # | 801-114174 |
| CIK # | 0002091076 |
| AUM | 321.0 M (2026-03-30) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 818-489-3073 |
| Address | 1437 7th Street Santa Monica, CA 90401 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 6 | 321.0 |
| (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 | 0 | 0.0 |
| (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 | 29 | 321.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 29 | 321.0 |
| Total | 29 | 321.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 321.0 | |
| Total | 29 | 321.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0002091076] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
BB Graham & Company Inc
✚
|
CA | 321.7 M |
|
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MD | 321.5 M |
|
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|
Advisors Financial Inc
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Strategic Financial Partners Ltd
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|
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|
Meadowbrook Advisors Group LLC
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321.0 M | |
|
Sentinel Advisory Group LLC
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|
WI | 320.8 M |
|
Elevate Wealth Management LLC
✚
|
WY | 320.3 M |
|
Alhambra Investment Management LLC
✚
|
FL | 320.2 M |