LW CAPITAL MANAGEMENT, LLC

Overview

• HeadquartersNY¹

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Corporate structure

LW CAPITAL MANAGEMENT, LLC sits at the top of its group. 2 entities, 1 country on record. Switch between the flow chart and the network, and select any entity to see its details.

Built from major holders from Schedules 13D and 13G; stakes of 5% or more it reported on Schedules 13D and 13G (1 companies); owners and owned firms from Form ADV, the registration investment advisers file with the SEC. Each entity in the chart links to its source.

Investment adviser

LW CAPITAL MANAGEMENT, LLC is registered with the SEC as an investment adviser. This is what it reports on Form ADV, the registration every adviser files and keeps current.

• Assets it manages$99.4M² 3 accounts, all with discretion
• Employees1 1 in investment advice or research
• ClientsPooled investment vehicles (other than investment companies and: 2 ($68.0M)
• How it is paidA percentage of assets under its management; Performance-based fees
• What it doesPortfolio management for pooled investment vehicles (other than investment companies)
• Holds client assetsYes: cash and securities
• RegistrationSEC 801-122992, CRD 313151 IAPD record

Who owns it

Owners of 5% or more as the firm lists them (Schedule A), and the owners of those owners up the chain (Schedule B).

• Matthew James Sweeneyowns 75% or more, since 12/2015

In its own words: the client brochure

Form ADV Part 2A, the plain-English document an adviser must give its clients, quoted as filed 4/1/2026.³ It covers the firm’s services, fees, investment strategies and their risks, and its conflicts of interest. The firm also files 1 other brochure.

Stakes it holds

LW CAPITAL MANAGEMENT, LLC has told the SEC it owns more than 5% of 1 company, latest first (Schedules 13D and 13G).

• LIFECORE BIOMEDICAL, INC. \DE\SCHEDULE 13G Feb 14, 2024⁴