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Pwm Newco, LLC (Chicago)


Pwm Newco, LLC is a large advisory firm based in Chicago. It manages $5.1 billion of regulatory assets for 22 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of California, Florida, Illinois, and Texas.

Pwm New provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Pwm New: assets under management

The assets under management (AUM) of Pwm Newco, LLC is $5.1 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $5.1 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $231.82 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Pwm Newco, LLC for their services and products based on a percentage of assets under management. 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 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Robert Hunter Perkins Shareholder 1 Sep 1980 25% - 50% 725935
Janus Capital Group Inc. Member 1 Jan 2003 75% - 100% 84-0765359

Based in Chicago

The principal office where Pwm Newco, LLC performs its advisory services is located at 310 S. Michigan Ave, Chicago, IL 60604, which is also the mailing address of the firm. An additional office of the firm is in San Francisco, CA. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 312-922-0355 or by fax 312-922-0418. The normal business hours are 8:00 a.m. to 4:30 p.m. on Monday - Friday.


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