Dwd Partners, LLC (Montreal)

Dwd Partners, LLC is an adviser based in Montreal. It has been registered with the SEC as an adviser since 2017.

Dwd Partners 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.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Dwd Partners, LLC for their services and products based on 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.

Careers at Dwd Partners, LLC

The company employs 1 person that is either a part- or full-time employee. 100 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.

Daniel Simon Dayan has served as the Chief Investment Officer since 1 Aug 2016. Michael Stern joined the executive team most recently as the Chief Financial Officer/Chief Operating Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Daniel Simon Dayan	Chief compliance officer/chief investment officer	1 Aug 2016	Other	5806274
Daniel Dayan	Manager	1 Aug 2016	75% - 100%	5806274
Dsd Global Holdings Inc	Member	1 Apr 2017	75% - 100%	82-1214601
Michael Stern	Chief financial officer/chief operating officer	1 Jul 2017	Other	5058886
Llc Greystar Partners	Member	1 Jul 2017	25% - 50%	82-1200689

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Michael Stern	Member	1 Apr 2017	75% - 100%	5058886
Daniel Simon Dayan	Shareholder	1 Apr 2017	75% - 100%	5806274

Based in Montreal

The principal office where Dwd Partners, LLC performs its advisory services is located at 5814 Einstein, Montreal, H4 W 2 Y6, which is also the mailing address of the firm. The firm also has an office outside of the United States.