Jhwim Fund Management Company, LLC (Singapore)


Jhwim Fund Management Company, LLC is a large advisory firm based in Singapore. It manages $453.19 million of regulatory assets for 17 client accounts. It has been registered with the SEC as an adviser since 2011.

Jhwim Fund Management Company provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Jhwim Fund Management Company: assets under management

The assets under management (AUM) of Jhwim Fund Management Company, LLC is $453.19 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 15% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $453.19 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $26.66 million each.
Jhwim Fund Management Company has custody of $111.13 million in cash and securities for 11 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jhwim Fund Management Company, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 6 indirect owners.

Name Entity Date acquired Ownership Employer ID
Edward Francis Brogan Member 1 Mar 2006 50% - 75% 2794376
Brendan L. Bibro Member 1 Mar 2006 50% - 75% 4073078
Llc Jhwim Management Holdings Non-managing member 1 Aug 2006 25% - 50% 20-4789930
Michael Robert Stone Managing member 1 Aug 2006 50% - 75% 4372919
Peter Muir Castleman Non-managing member 1 Aug 2006 50% - 75% 4372912
John Michael Basil O'connor President/chairman 1 Jan 2009 25% - 50% 1036119

Based in Singapore

The principal office where Jhwim Fund Management Company, LLC performs its advisory services is located at 1 Raffles Place #24 11, Singapore, 048616, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number +65 6408-0550 or by fax +65 6408-0660. The normal business hours are 8:30 a.m. to 5:30 p.m. on Monday - Friday.