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HW Capital LLC

HW Capital LLC. CRD 298731

HW Capital LLC logo

CRD: 298731

HW Capital LLC

Santa Monica, CA, 90401
8184893073
hwcapital.de
$321.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
6 ADV. Clients
7 yrs Firm Age

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Firm Details

Custodian
JP Morgan
Clients
Retail
Platforms
--
Established Date
08-01-2018
Office Locations
1

Office Locations

1437 7TH Street Suite 200 Santa Monica CA

About HW Capital LLC

HW CAPITAL LLC (CRD 298731) is an investment advisory firm focused on portfolio construction across ETFs and alternative strategies, including private funds, hedge funds, private equity/venture, and real estate, with municipal bond exposure. The firm offers wealth planning and insurance-oriented guidance with an emphasis on asset allocation, risk management, and socially responsible investing. Custody reported with J.P. Morgan; website lists a Munich contact address.

Team overview

-- AVG AGE
$160.5M AVG AUM / ADVISOR
$53.5M AVG AUM / CLIENT
7.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
0 RIA Reps
7yrs Firm Age

Insights

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Asset Classes

Zenith Peak signal Vital foundation Legacy alpha Fusion north Timber value Fusion element

Custodian

Radial fusion Frontier

Investment Themes

Vertex atlas Quantum glacier Optima

Investment Vehicles

Vital bridge Focus glacier

Platform

Momentum delta

Services

Prime frontier Value

Owner & Executives

P

PAUL GALARNEAUX HAAGA III

Chief Compliance Officer, Managing Partner

CRD
--
Ownership
50% but less than 75%
(507) 611-5516
catalyst.momentum@eaglecapital.com
in linkedin.com/in/ridge-signal
B

Brian Weissert

Manager, Managing Partner

CRD
--
Ownership
50% but less than 75%
(389) 822-6581
element.vector@capitalcapital.com
in linkedin.com/in/meridian-oak

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-23-2022
09-14-2023
03-28-2024
03-28-2025
03-30-2026
Category Assets AVG. Account size
Discretionary $0 --
Non-Discretionary $320,950,405 $11,067,255
Total $320,950,405 $11,067,255

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Separately Managed Accounts

Total SMA Asset: $320,950,405

$321.0M Total SMA
Private Funds:
24.6%
Equity - Exchange:
11.8%
Municipal Bonds:
24.5%
Cash:
21.3%
Other:
12.2%
U.S. Government/Agency:
5.6%
Asset class Assets Assets %
Private Funds $1,154,204,591 24.6%
Equity - Exchange $553,642,853 11.8%
Municipal Bonds $1,149,512,702 24.5%
Cash $999,372,268 21.3%
Other $572,410,407 12.2%
U.S. Government/Agency $262,745,760 5.6%
Total $4,691,888,581 100.0%

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