The Institute
Asset Manager SEC-registered adviser
Legal name: Institute for Wealth Management LLC
AUM
$1.4B
Regulatory AUM
Private funds
2
Hedge Fund 1 · Private Equity 1
Private fund assets
$27.9M
Gross asset value
Employees
18
Last Form D raise
Dec 2018
Most recent fund filing
From SEC Form ADV filing (filed Jul 23, 2026). View on SEC
People(1)
Owners and executive officers named on the firm's SEC Form ADV.
M
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 |
|---|---|---|---|---|---|---|
| Madison Park Harbor Fund, LP | Hedge Fund | $22.0M | $15.5M | 20 | Dec 2018 | Cold |
| Mpwm Leonard Green Equity Fund IX, LP | Private Equity | $5.9M | — | — | — |
Board seats
Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.
No board seats matched from SEC filings yet.
Regulatory identifiers
- CRD number
- 127207
- SEC file number
- 801-67624
- CIK
- 1533954
Sources
- SEC Form ADV Oct 14, 2026