# ATW Partners LLC

> ATW Partners LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2020, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated May 4, 2026.

- CRD: 283146
- Filed as: ATW PARTNERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: May 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/283146
- AdvisorCensus page: https://advisorcensus.com/firm/atw-partners-llc-new-york-ny-283146

## Quick answers

**How is ATW Partners LLC compensated?**
On its Form ADV (Item 5.E, October 2026), ATW Partners LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is ATW Partners LLC located?**
ATW Partners LLC's principal office is in New York, NY, according to its Form ADV.

**Is ATW Partners LLC registered with the SEC or a state?**
ATW Partners LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 283146.

**How much does ATW Partners LLC manage?**
ATW Partners LLC reports $1,150,412,098 in regulatory assets under management in its Form ADV filing dated May 4, 2026 (100% discretionary).

**How have ATW Partners LLC's assets and staff changed since 2021?**
In the Form ADV data for ATW Partners LLC: Regulatory assets under management: $255,725,340 in the October 2021 data and $1,150,412,098 in the October 2026 data, up 350%. Total employees: 8 in October 2021 and 16 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does ATW Partners LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (39).

**Does ATW Partners LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/283146

**What changed in ATW Partners LLC's recent Form ADV filings?**
In the May 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees
- Other

### Regulatory assets under management (Item 5.F)
- Total: $1,150,412,098
- Discretionary: $1,150,412,098
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 39 | $1,150,412,098 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2020 (6 years)
- Employees: 16 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [atwpartners.com](https://atwpartners.com)
- LinkedIn @atw-partners-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $255,725,340 | 8 | May 25, 2021 |
| October 2022 | $314,614,073 | 11 | April 28, 2022 |
| October 2023 | $449,810,800 | 11 | March 31, 2023 |
| October 2024 | $497,443,480 | 13 | June 17, 2024 |
| October 2025 | $581,149,319 | 14 | March 31, 2025 |
| October 2026 | $1,150,412,098 | 16 | May 4, 2026 |

Regulatory assets under management: $255,725,340 in the October 2021 data and $1,150,412,098 in the October 2026 data, up 350%.
Total employees: 8 in October 2021 and 16 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Regulatory assets under management went from $581,149,319 to $1,150,412,098 (+98%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. ATW Partners LLC (CRD 283146): Form ADV filing data as of October 2026.