Mwp Advisory
Private Equity SEC-registered adviser
Legal name: Mwp Advisory, LLC
New York, NY
AUM
$1.6B
Regulatory AUM
Private funds
2
Private Equity 2
Private fund assets
$1.7B
Gross asset value
Employees
39
Last Form D raise
Jun 2024
Most recent fund filing
From SEC Form ADV filing (filed Mar 31, 2026). View on SEC
People(7)
Owners and executive officers named on the firm's SEC Form ADV.
B
D
M
M
S
T
Funds(2)
Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.
| Fund | Type | Gross assets | Raised (Form D) | Investors | Last Form D | Recency |
|---|---|---|---|---|---|---|
| Merchant Wealth Partners Opto, LLC | Private Equity | $38.3M | — | — | Jun 2024 | Cold |
| Merchant Wealth Partners LLC | Private Equity | $1.6B | — | — | Oct 2023 | Cold |
Board seats(1)
Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.
Regulatory identifiers
- CRD number
- 309573
- SEC file number
- 801-119015
Sources
- SEC Form ADV Oct 14, 2026