Rwc Asset Advisors (Us) Llc
- Regulatory AUM
- $4.4B
- Discretionary
- $4.4B
- Clients
- 11
- Avg AUM / client
- $398M
- Accounts
- 10
- Employees
- 22
AUM over time
Annual snapshots from Form ADV filings · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 3 | $481M | 11.0% |
| Pooled investment vehicles (non-investment companies) | 3 | $1.5B | 35.0% |
| Other | 5 | $2.4B | 54.1% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Nov 2024 · $3.4B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Redwheel Emerging Markets Equity Master Fund Limited master | Hedge Fund | Cayman Islands | $3.4B | 104 |
| Redwheel International Equity Master Fund Limited master | Hedge Fund | Cayman Islands | $1.5M | 3 |
People (11)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Innes, John, Hugh | Director Of Rwc Partners Limited | Apr 2004 (22y) | Less than 5% | |
| Williams, Cressida, Catherine | Chief Financial Officer Of Rwc Partners Limited | Aug 2016 (10y) | Less than 5% | |
| Grigoryans, Artur | Head Of Investment Strategy And Esg At Rwc Partners Limited | Mar 2017 (9y) | Less than 5% | |
| Brennan, Seth, William | Director Of Rwc Partners Limited | Jan 2020 (7y) | Less than 5% | |
| Leness, Anthony, Harfield | Director Of Rwc Partners Limited | Jan 2020 (7y) | Less than 5% | |
| Stallvik, Tord | Director Of Rwc Partners Limited | Jan 2020 (7y) | Less than 5% | |
| Clarke, Peter | Director Of Rwc Partners Limited | Mar 2020 (6y) | Less than 5% | |
| Hill, Nigel, Richard | Chief Operating Officer Of Rwc Partners Limited | Mar 2020 (6y) | Less than 5% | |
| Richards, Nicola, Jane | Director Of Rwc Partners Limited | Mar 2020 (6y) | Less than 5% | |
| Ke, Huan, Xue | Director Of Rwc Partners Limited | Jan 2022 (5y) | Less than 5% | |
| Kennedy, Roxanna | Head Of Human Resources | Apr 2022 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Rwc (Us) Llc | Member | Mar 2017 | A | 75% or more |
| Rwc Partners Limited | Member | Nov 2012 | B | ≈ 56.25% – 100% via Rwc (Us) Llc |
| Rwc Partners Midco Limited | Shareholder | Feb 2020 | B | ≈ 42.19% – 100% via Rwc Partners Limited |
| Rwc Partners Holdings Ltd | Shareholder | Feb 2020 | B | ≈ 31.64% – 100% via Rwc Partners Midco Limited |
| Lincoln Peak Capital Llc | Member | Feb 2020 | B | ≈ 5.93% – 50% via Lpc Pinetree Llc |
| Lpc Pinetree Llc | Shareholder | Feb 2020 | B | ≈ 7.91% – 50% via Rwc Partners Holdings Ltd |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Rwc Partners Limited: 75% – 100% of Rwc (Us) Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Rwc Partners Midco Limited: 75% – 100% of Rwc Partners Limited × 75% – 100% of Rwc (Us) Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Rwc Partners Holdings Ltd: 75% – 100% of Rwc Partners Midco Limited × 75% – 100% of Rwc Partners Limited × 75% – 100% of Rwc (Us) Llc × 75% – 100% direct ≈ 31.64% – 100% of the firm
- Lincoln Peak Capital Llc: 75% – 100% of Lpc Pinetree Llc × 25% – 50% of Rwc Partners Holdings Ltd × 75% – 100% of Rwc Partners Midco Limited × 75% – 100% of Rwc Partners Limited × 75% – 100% of Rwc (Us) Llc × 75% – 100% direct ≈ 5.93% – 50% of the firm
- Lpc Pinetree Llc: 25% – 50% of Rwc Partners Holdings Ltd × 75% – 100% of Rwc Partners Midco Limited × 75% – 100% of Rwc Partners Limited × 75% – 100% of Rwc (Us) Llc × 75% – 100% direct ≈ 7.91% – 50% of the firm
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 (2, $3.4B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Redwheel Emerging Markets Equity Master Fund Limited | Hedge Fund | $3.4B | $100K | 104 |
| Redwheel International Equity Master Fund Limited | Hedge Fund | $1.5M | $1.0M | 3 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 1.65 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
- • Other fees
- • PERCENTAGES OF ASSETS UNDER ADVISORY
Services
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- J.P. Morgan $1.4B (32% of AUM) Mar 2026
- State Street $962M (22% of AUM) Mar 2026
- BNY Mellon $131M (3% of AUM) Mar 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗