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.
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.
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.
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.
You can reach the main office by calling the phone number (917) 346-5506 or by fax (514) 486-7078. The normal business hours are 8:00am - 6:00pm on Monday - Friday.