Fwg Investment Management, LLC
● SEC registered since 2022CRD 322394SEC# 801-126553Winter Park, FL
Ranks #5,958 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$14.4M
Fund GAV
$12.4M
Private funds
1
Employees
2
Accounts
1
Location
Winter Park, FL
Fwg Investment Management, LLC assets under management
Fwg Investment Management, LLC operates as an SEC-registered investment adviser based in Winter Park, FL. The firm has been registered since 2022. It reports $14.4 million in regulatory assets under management and employs 2 people. Fwg Investment Management, LLC manages 1 private fund with combined gross assets of $12.4 million, including Fwg Capital Fund LP. By regulatory assets, it ranks 5,958 of 6,004 private fund managers.
Fwg Investment Management, LLC private funds
1 funds · $12.4M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Fwg Capital Fund LP | Private Equity | $12.4M | $50K |
Fwg Investment Management, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Capital Rock LLC | Member | 10-25% | 2022 |
| John Edward Ledford Control | Managing Member, Cco | Under 5% | 2022 |
| Ledford Holdings, LLC Control | Member | Over 75% | 2022 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Fwg Investment Management, LLC manage?
Fwg Investment Management, LLC reports $14.4 million in regulatory assets under management on its Form ADV.
How many private funds does Fwg Investment Management, LLC manage?
Fwg Investment Management, LLC manages 1 private funds with combined gross assets of $12.4 million.
How many employees does Fwg Investment Management, LLC have?
Fwg Investment Management, LLC reports 2 employees.
Where is Fwg Investment Management, LLC located?
Fwg Investment Management, LLC is based in Winter Park, FL and has been SEC-registered since 2022.
Does Fwg Investment Management, LLC disclose fund performance?
Fwg Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1099 W Morse Blvd, Winter Park, FL 32789 |
| Phone | 407-999-8998 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Umbrella registration | Yes |
| Discloses disciplinary history | No |
Regulatory AUM
$14.4M▲ 17%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 98%
Larger than 2% of 16,271 advisers
AUM vs fund managersTop 99%
Larger than 1% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$14.4Mregulatory AUM
Discretionary $14.4M
Service providers
Auditor
Prime broker
Custodian
Administrator