Lwo LLC
● SEC registered since 2023CRD 282281SEC# 801-128152Dallas, TX
Ranks #3,153 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$890.8M
Fund GAV
$533.9M
Private funds
6
Employees
23
Accounts
6
Location
Dallas, TX
Lwo LLC assets under management
Lwo LLC is an investment advisory firm registered with the SEC based in Dallas, TX. The firm has been registered since 2023. It reports $890.8 million in regulatory assets under management and employs 23 people. Lwo LLC manages 6 private funds with combined gross assets of $533.9 million, including Lwo Special Opportunities Fund I, LP. By regulatory assets, it ranks 3,153 of 6,004 private fund managers.
Lwo LLC private funds
6 funds · $533.9M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Lwo Special Opportunities Fund I, LP | Private Equity | $276.3M | $1 |
| Longwater Private Equity Fund I, LP | Private Equity | $143.2M | $500K |
| Longwater Diversified Access Fund, LP | Other Private | $54.6M | $1M |
See all 6 funds — unlock the full record.
Join to unlock · $37/moLwo LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brooks Frederick Burgum Control | Managing Member | 50-75% | 2009 |
| Jill Katherine Cederberg Control | Director Of Accounting And Chief Compliance Officer | Under 5% | 2023 |
| Jordan Jacob Bastable Control | Managing Member | 50-75% | 2009 |
Frequently asked questions
How much does Lwo LLC manage?
Lwo LLC reports $890.8 million in regulatory assets under management on its Form ADV.
How many private funds does Lwo LLC manage?
Lwo LLC manages 6 private funds with combined gross assets of $533.9 million.
How many employees does Lwo LLC have?
Lwo LLC reports 23 employees.
Where is Lwo LLC located?
Lwo LLC is based in Dallas, TX and has been SEC-registered since 2023.
Does Lwo LLC disclose fund performance?
Lwo LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2519 Fairmount St., Dallas, TX 75201 |
| Phone | 605-380-5347 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Umbrella registration | Yes |
| Discloses disciplinary history | No |
Regulatory AUM
$890.8M▲ 65%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 35%
Larger than 65% of 16,271 advisers
AUM vs fund managersTop 52%
Larger than 48% of 6,004 private-fund managers
Number of fundsTop 36%
More funds than 64% of fund managers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$890.8Mregulatory AUM
Discretionary $890.8M
Fund type mix
Private Equity4
Other Private2