# Jadwin Asset Management LLC

> Jadwin Asset Management LLC is a state-registered investment advisory firm in Greenwich, CT, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 29, 2023.

- CRD: 307728
- Filed as: JADWIN ASSET MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Greenwich, CT
- Filing period: October 2026
- Form ADV filing dated: September 29, 2023
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/307728
- AdvisorCensus page: https://advisorcensus.com/firm/jadwin-asset-management-llc-greenwich-ct-307728

## Quick answers

**How is Jadwin Asset Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Jadwin Asset Management LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Jadwin Asset Management LLC located?**
Jadwin Asset Management LLC's principal office is in Greenwich, CT, according to its Form ADV.

**Is Jadwin Asset Management LLC registered with the SEC or a state?**
Jadwin Asset Management LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 307728.

**How much does Jadwin Asset Management LLC manage?**
Jadwin Asset Management LLC reports $49,341,000 in regulatory assets under management in its Form ADV filing dated September 29, 2023 (100% discretionary).

**What types of clients does Jadwin Asset Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (23).

**Does Jadwin Asset Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/307728

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $49,341,000
- Discretionary: $49,341,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 23 | $49,341,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2020 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- jadwinam.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Jadwin Asset Management LLC (CRD 307728): Form ADV filing data as of October 2026.