MWM 1835 Overview

  • Type
  • Family Office (Multi)

  • Founded
  • 2013

Founded

MWM 1835 General Information

Description

MWM 1835 was a multi-family office based in La Jolla, California. Established in 2013, the firm provided wealth management and asset management services to high-net-worth families and individuals. The firm specialized in legacy planning, asset protection, estate planning, and wealth transference services. Additionally, the firm offered investment advisory services. The assets of the firm were managed by the executive management team. The firm is no longer in business and is not actively tracked by PitchBook.

Contact Information

Website
www.mwm1835.com
Year Founded
2013
Open To Secondaries
0000
Open To First Time Founds
00000
Institution Type
Family Office (Multi)
Primary Office
  • 1268 Prospect Street
  • La Jolla, CA 92037
  • United States

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MWM 1835 Commitment Analytics

PitchBook’s data visualizations help you see a limited partner’s commitments—showing a breakdown of activity by fund type and region, complete with performance metrics.

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Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

MWM 1835 Investment Allocations

PitchBook provides insight into a limited partner’s preferred investments, including actual and target allocations by strategy, secondary market preferences and interest in first-time funds.

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  • Target PE:
    Current PE:
    42.00 %  Actual
  • Target Real Estate:
    Real Estate:
    42.00 %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations