Mw Advisor, Llc
SEC-registered
Private Fund Manager · Small ($100M–$1B)
CRD 332429
· SEC file 801-131369
· New York, NY
· www.marathonfund.com
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ADV data as of Jul 31, 2026
- Regulatory AUM
- $553M
- Discretionary
- $553M
- Clients
- 1
- Avg AUM / client
- $553M
- Accounts
- 1
- Employees
- 115
AUM over time
$260M
$553M
Jul 2025
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 1 | $553M | 100.0% |
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Hanover, Louis, Todd | Class A Member | Jun 2018 (8y) | 50% – 75% of Marathon Asset Management Gp, L.L.C. (indirect) | |
| Richards, Bruce, Jeffrey | Class A Member | Jun 2018 (8y) | 50% – 75% of Marathon Asset Management Gp, L.L.C. (indirect) | |
| Lueker, Curtis, Dean | Director | Jul 2024 (2y) | Less than 5% | |
| Motl, Christopher, James | Director | Jul 2024 (2y) | Less than 5% | |
| Paquette, Andre, Joseph | Director | Jul 2024 (2y) | Less than 5% | |
| Raboy, James, Benjamin | Director | Jul 2024 (2y) | Less than 5% | |
| Brown, John, Christopher | Chief Compliance Officer | Aug 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Mw Advisor Holding, Llc | Member | Jun 2024 | A | 50% – 75% |
| Marathon Asset Management Mw Holding, Llc | Member | Jun 2024 | A | 50% – 75% |
| Marathon Asset Management, L.P. | Managing Member | Jun 2024 | B | ≈ 37.5% – 75% via Marathon Asset Management Mw Holding, Llc |
| Webster Financial Corporation | Managing Member | Jun 2024 | B | ≈ 37.5% – 75% via Mw Advisor Holding, Llc |
| Marathon Asset Management Gp, L.L.C. | General Partner | Aug 2008 | B | GP / trustee / elected manager of Marathon Asset Management, L.P. (indirect) |
Estimated effective ownership (look-through of filed bands):
- Marathon Asset Management, L.P.: 75% – 100% of Marathon Asset Management Mw Holding, Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Webster Financial Corporation: 75% – 100% of Mw Advisor Holding, Llc × 50% – 75% direct ≈ 37.5% – 75% 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 3.2 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
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: Jul 31, 2026.
View current Form ADV (SEC/IAPD) ↗