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NW1 PARTNERS

Legal name: NW1 PARTNERS US LLC

CRD 289852File 801-111844
APPROVED
Custody
Filing as of Jun 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$475.1M
Above cohort median (national)
Discretionary AUM
$475.1M
Clients
13
15 accounts
Employees
22

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
HQ
Registration date
Oct 12, 2017
Principal office
2 FITZROY PLACE, 8 MORTIMER STREET, LONDON, W1T 3JJ
Phone
44 2074481448

Assets & accounts

ADV Item 5F
Total regulatory AUM
$475.1M
Discretionary AUM
$475.1M
Non-discretionary AUM
$0
Discretionary accounts
15
Non-discretionary accounts
0
Total accounts
15
AUM per client
$36.5M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles13$434.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Aug 17, 2026Clients1513decreased by2
Jul 1, 2026Employees2322decreased by1
Jul 1, 2026AUM$466,540,821$475,084,533increased by$8,543,712
Dec 1, 2025
vs May 1, 2025
Employees1923increased by4
Dec 1, 2025
vs May 1, 2025
Clients1215increased by3
Dec 1, 2025
vs May 1, 2025
AUM$477,526,874$466,540,821decreased by$10,986,053
Dec 1, 2025
vs May 1, 2025
Accounts1215increased by3
May 1, 2025
vs Oct 1, 2022
Employees1719increased by2
May 1, 2025
vs Oct 1, 2022
Clients1012increased by2
May 1, 2025
vs Oct 1, 2022
AUM$430,521,384$477,526,874increased by$47,005,490
May 1, 2025
vs Oct 1, 2022
Accounts1012increased by2
Jul 1, 2022Employees1417increased by3
Jul 1, 2022Clients910increased by1
Jul 1, 2022AUM$308,943,923$430,521,384increased by$121,577,461
Jul 1, 2022Accounts910increased by1

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “NW1 PARTNERS” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“NW1 PARTNERS” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.