Dw Partners, Lp
- Regulatory AUM
- $2.3B
- Discretionary
- $2.3B
- Clients
- 21
- Avg AUM / client
- $108M
- Accounts
- 21
- Employees
- 41
AUM over time
Annual snapshots from Form ADV filings · as of May 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 20 | $2.3B | 100.0% |
| Pension and profit sharing plans | 1 | $65.8K | 0.0% |
Private funds (8)
Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $1.1B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Domain Solaris Fund, Lp | Real Estate Fund | Delaware | $338M | 26 |
| Domain Metric Fund, Lp | Real Estate Fund | Delaware | $330M | 5 |
| Dw Tx, Lp | Hedge Fund | Delaware | $130M | 2 |
| New York 80 South Coinvest, Lp | Real Estate Fund | Delaware | $103M | 8 |
| Dw Rmbs Fund, Lp master | Hedge Fund | Delaware | $102M | 10 |
| Dw Recovery Master Fund, Lp master | Private Equity Fund | Delaware | $71.1M | 21 |
| Domain Real Estate Offshore Fund I Lp | Real Estate Fund | Delaware | $18.8M | 5 |
| Dw Cmbs Master Fund I, Lp master | Real Estate Fund | Cayman Islands | $9.1M | 12 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| New York State Nurses Association Pension Plan Board Of Trustees New York State Nurses Association Pension Plan | Albany, NY | 2024 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Clark, Robert, Mcnamara | Limited Partner | Mar 2009 (17y) | 5% – 10% | |
| Warren, David, Robert | Limited Partner, Chief Executive Officer And Chief Investment Officer | Mar 2009 (17y) | 75% or more | |
| Valdes, Marc, Daniel | Chief Operating Officer | Aug 2016 (10y) | Less than 5% | |
| Manley, Robert, John | Chief Financial Officer | Mar 2017 (9y) | Less than 5% | |
| Honarvar, Houdin | General Counsel & Chief Compliance Officer | Aug 2017 (9y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Dw Investment Partners, Llc | General Partner | Mar 2009 | A | Less than 5% |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (8, $1.1B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Domain Solaris Fund, Lp | Real Estate Fund | $338M | $1.0M | 26 |
| Domain Metric Fund, Lp | Real Estate Fund | $330M | $1.0M | 5 |
| Dw Tx, Lp | Hedge Fund | $130M | $5.0M | 2 |
| New York 80 South Coinvest, Lp | Real Estate Fund | $103M | $5.0M | 8 |
| Dw Rmbs Fund, Lp | Hedge Fund | $102M | $1.0M | 10 |
| Dw Recovery Master Fund, Lp | Private Equity Fund | $71.1M | $1.0M | 21 |
| Domain Real Estate Offshore Fund I Lp | Real Estate Fund | $18.8M | $5.0M | 5 |
| Dw Cmbs Master Fund I, Lp | Real Estate Fund | $9.1M | $50.0M | 12 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| New York State Nurses Association Pension Plan | Board Of Trustees New York State Nurses Association Pension Plan | 22,140 | $5.9B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/01/2026 | 2.82 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 01, 2026.
View current Form ADV (SEC/IAPD) ↗