Stwd Investment Management, LLC (Miami Beach)

Name: Stwd Investment Management, LLC
Address: 1601 Washington Avenue,, Miami Beach, FL, 33139
Telephone: 305.695.5500

Stwd Investment Management, LLC is a large advisory firm based in Miami Beach. It manages $936.38 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdiction of Florida.

Stwd Investment Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Stwd Investment Management: assets under management

The assets under management (AUM) of Stwd Investment Management, LLC is $936.38 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $936.38 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $936.38 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Stwd Investment Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Barry Stuart Sternlicht serves?

The only and largest group of clients of Barry Stuart Sternlicht is pooled investment vehicles with 1 clients and $936.38 million of assets under management. Among the 9 most similar advisory firms, Stwd Investment Management has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $936.38 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Stwd Investment Management doesn't advise any private funds.

Careers at Stwd Investment Management, LLC

The company employs 111 people that are either part- or full-time employees. 52 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Barry Stuart Sternlicht has been acting as President since 1 Sep 2019. Jeremy Matthew Vaughan joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Andrew Jay Sossen	General counsel/chief operating officer	1 Jan 2010	Other	5529176
Jeffrey Francis Dimodica	President	1 Nov 2016	Other	2389718
Inc. Starwood Property Trust	Managing member	1 Nov 2016	75% - 100%	27-0247747
Jeremy Matthew Vaughan	Chief compliance officer	1 Jul 2019	Other	7157656
Barry Stuart Sternlicht	Chairman/ceo	1 Sep 2019	Other	1224645

Based in Miami Beach

The principal office where Stwd Investment Management, LLC performs its advisory services is located at 1601 Washington Avenue,, Miami Beach, FL 33139, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 305.695.5500 or by fax 305-695-5601. The normal business hours are 9:00am-6:00pm on Monday - Friday. You can find more information about the New York firm at starwoodpropertytrust.com and its LinkedIn profile.