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Jwm Partners, LLC (Greenwich)


Jwm Partners, LLC is a large advisory firm based in Greenwich. It manages $537.2 million of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Connecticut.

Jwm Partners provides portfolio management for pooled investment vehicles and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Jwm Partners: assets under management

The assets under management (AUM) of Jwm Partners, LLC is $537.2 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -72% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $537.2 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $59.69 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jwm Partners, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 5 indirect owners.

Name Entity Date acquired Ownership Employer ID
John William Meriwether Member of management committee 1 Nov 2003 25% - 50% 803369
Richard Francis Leahy Member of the management committee 1 Nov 2003 Other 304592
Llc Jwmp Management General partner 1 Dec 2007 Other 20-0354684
John William Meriwether Limited partner 1 Dec 2007 25% - 50% 803369
Richard Francis Leahy Limited partner 1 Dec 2007 25% - 50% 304592

Based in Greenwich

The principal office where Jwm Partners, LLC performs its advisory services is located at One East Weaver Street, Greenwich, CT 06831 5172, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-552-5400 or by fax 203-552-5473. The normal business hours are 8:30-5:30 on Monday - Friday.


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