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Wsw Capital, Inc. (New York)


Wsw Capital, Inc. is a large advisory firm based in New York. It manages $7.73 billion of regulatory assets for 58 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.




Wsw Capital provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Wsw Capital: assets under management

The assets under management (AUM) of Wsw Capital, Inc. is $7.73 billion. The company doesn't manage any assets belonging to foreign clients.


The firm manages $7.6 billion in discretionary accounts and $134.26 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $138.17 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $44.75 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wsw Capital, Inc. for their services and products based on a percentage of assets under management and performance-based fees. 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 4 indirect owners.

Name Entity Date acquired Ownership Employer ID
Credit Suisse Asset Management Holding Corp. Sole shareholder 1 Nov 2000 75% - 100% 13-3957137
Inc. Credit Suisse First Boston Sole shareholder 1 Nov 2000 75% - 100% 13-2853402
Credit Suisse First Boston Shareholder 1 Nov 2000 50% - 75% foreign
Credit Suisse Group Shareholder 1 Nov 2000 25% - 50% foreign

Based in New York

The principal office where Wsw Capital, Inc. performs its advisory services is located at 466 Lexington Avenue, New York, NY 10017, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (212)875-3779 or by fax (646)658-0817. The normal business hours are 8:30 a.m. - 6:00 p.m. on Monday - Friday.


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