Managers/Private equity/New York/MWP Advisory

MWP Advisory

MWP Advisory is a private equity manager in New York, NY. It is registered with the SEC as an investment adviser with $1.6B in regulatory assets and 39 staff. It has 2 funds on file, the latest reported in May 2026.

Funds on file
2
Raised, all funds
$250M
Regulatory assets
$1.6B
Staff
39
Pension investors
None found
See the adviser's own filing →

Latest fund filing

Funds

DateFundTypeRaisedTarget
May 2026 MERCHANT WEALTH PARTNERS, LLC Private equity $250M $1B
Jun 2024 Merchant Wealth Partners Opto, LLC Private equity $0 Not given

Adviser record

RegistrationRegistered with the SEC as an investment adviser.
Regulatory assets$1.6B
Employees39
Clients2 private funds.
Control personsTimothy, Jude Bello, Matthew, Kelly Brinker, Richard, A D'amico, David, Michael Mrazik, Scott, Steven Prince, Marc, Adam Spilker.
Private funds1 private funds holding $578.1M in gross assets.

Private funds it reports

FundTypeGross assets
Merchant Wealth Partners Private equity $578.1M