Firm profile

BW ASSET MANAGEMENT LTD

GEORGE TOWNCRD 300503Latest ADV March 25, 2026

Bw Asset Management Ltd is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated March 25, 2026, reports $110M in regulatory assets under management, 40 employees, and 2 accounts.

Assets Under Management
$110M
Employees
40
Offices
--
Total Clients
<5
Primary office
GEORGE TOWN
90 N CHURCH STREET, LEVEL 3, GEORGE TOWN, Cayman Islands
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(345) 743-8805
WebsiteNot reported
LinkedInNot reported

Leadership

1 roles identified
CCOGizelle M. Jancovic

Advisory services offered

2 types reported
Portfolio management for businesses
Portfolio management for pooled investment vehicles

Fee models offered

4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentInvestment Cos. represent 50.0% of total clients.
Top client categories% of clientsClients
1
Investment Cos.
50.0%
1
2
Pooled Investment Vehicles
50.0%
1

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$110Mas of March 25, 2026
Discretionary100.0%
$110M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$110M
Total Accounts2
10Y AUM Change+$106M (+2522.7%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees40
Clients per Employee0:1
10Y Employee Change+35 (+700.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.