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⚲
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| RW Investment Management LLC
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| |
|---|---|
| CRD # | 282707 |
| SEC # | 801-107268 |
| CIK # | 0001631627 |
| AUM | $1.4 BB (2024-05-29) |
| Employees | 19 (79% Investors, 0% Brokers) |
| Phone | 208-333-1433 |
| Address | 1028 S Bridgeway Place Eagle, ID 83616 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 5.8 | |
| MSFT | 1,918,222.4 | 4.7 | |
| COST | 207,576.9 | 4.0 | |
| MU | 64,610.3 | 2.3 | |
| USB | 69,666.4 | 1.9 | |
| JPM | 340,169.2 | 1.9 | |
| NVDA | 399,550.0 | 1.5 | |
| PKG | 13,019.8 | 1.3 | |
| DE | 94,490.3 | 1.3 | |
| IDA | 5,359.3 | 1.2 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 400 | 112.3 |
| (b) Individuals (high net worth individuals) | 362 | 1,078.8 |
| (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 | 30 | 146.4 |
| (h) Charitable organizations | 7 | 37.1 |
| (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 | 6.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,334 | 1,380.8 |
| By Discretionary | ||
| Discretionary | 2,331 | 1,361.5 |
| Non-Discretionary | 3 | 19.3 |
| Total | 2,334 | 1,380.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,380.8 | |
| Total | 2,334 | 1,380.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001631627] |
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