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| RW Investment Management LLC
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|---|---|
| CRD # | 282707 |
| SEC # | 801-107268 |
| CIK # | 0001631627 |
| AUM | 1,731.7 M (2026-03-11) |
| Employees | 20 (60% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 208-333-1433 |
| Address | 1028 S Bridgeway Place Eagle, ID 83616 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 6.5 | ||
| Costco Wholesale Corp /NEW | 4.8 | ||
| Micron Technology Inc | 4.6 | ||
| Microsoft Corp | 4.4 | ||
| J P Morgan Chase & Co | 3.0 | ||
| US Bancorp de | 2.6 | ||
| Idacorp Inc | 1.9 | ||
| Deere & Co | 1.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 341 | 100.0 |
| (b) Individuals (high net worth individuals) | 417 | 1,379.0 |
| (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 | 26 | 197.3 |
| (h) Charitable organizations | 7 | 47.2 |
| (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 | 5 | 8.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,377 | 1,731.7 |
| By Discretionary | ||
| Discretionary | 2,375 | 1,707.5 |
| Non-Discretionary | 2 | 24.2 |
| Total | 2,377 | 1,731.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.6 | |
| United States Persons | 1,731.1 | |
| Total | 2,377 | 1,731.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001631627] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Clients | 1 (1 non-US) |
| Serves | Institutional, Retail |
| LEI | 0011219888 |
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|---|---|---|
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Catalyst Financial Partners LLC
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|
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LA | 1,713.3 M |