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Co-Managing Partner, Chief Compliance Officer, General Counsel · DWM Asset Management, LLC

Edward A. Marshall

CRD 5844570 · Named on Form ADV at one SEC-registered adviser

At a glance

DWM Asset Management, LLC, an SEC-registered private fund adviser based in Stamford, CT with $645 million in regulatory assets, lists Edward A. Marshall on its Form ADV as Co-Managing Partner, Chief Compliance Officer, General Counsel, a control person.

Firms and roles

  • DWM Asset Management, LLCCo-Managing Partner, Chief Compliance Officer, General CounselPrivate fund adviser · Stamford, CT · $645M in regulatory assets

AtlasMembers

Edward’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Edward’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.