JW Asset Management
JW Asset Management is a New York-based SEC-registered investment adviser managing over $300 million in long-term growth investments across public and private equity, focused exclusively on the healthcare and cannabis sectors through its JW Partners, LP and JW Opportunities Fund, LLC vehicles.
- Company typePrivate
- Founded1998
- HeadquartersNew York, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What JW Asset Management does
JW Asset Management, LLC is a privately held, SEC-registered investment adviser founded in 1998 by Jason Wild, headquartered at 14 North Lake Road, Armonk, NY. The firm manages more than $300 million in assets under management through two wholly owned fund vehicles, JW Partners, LP and JW Opportunities Fund, LLC, employing a long-term growth investment strategy that operates across both public and private equity, with exclusive focus on the healthcare and cannabis sectors. Wild, whose pharmacist background underpins the firm's specialty pharmaceutical sourcing edge, leads a six-person team including a COO (Jason Klarreich, joined 2006), head of trading (David Pykon, joined 2011), CCO/Controller (Ben Pustay, joined 2022), and a junior analyst (Jake Wild, joined 2026).
The business model is that of a traditional long-horizon asset manager rather than a private equity firm constrained by fund-life cycles. The firm sources deals through an extensive proprietary network of pharmaceutical industry contacts and partners, enabling simultaneous investment in public equities and private placements and providing differentiated market intelligence. Revenue is generated through management and performance fees on managed AUM, with no products beyond the firm's investment vehicles and the recently announced ETF platform partnerships with Tidal Financial Group and FundVantage Trust (October 2025). Marketing is conducted primarily through earned media (Barron's, Bloomberg, Forbes, New York Times, Wall Street Journal), cannabis industry conferences (Benzinga Cannabis Capital Conference), and a 2021 partnership with NBA star Chris Webber to launch a $100 million Cannabis Impact Fund.
JW Asset Management firmographics
Firmographics- Name
- JW Asset Management
- Legal name
- JW Asset Management, LLC
- Website
- https://jwfunds.com
- Company type
- Private
- Founded year
- 1998
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- JW Asset Management is a New York-based SEC-registered investment adviser managing over $300 million in long-term growth investments across public and private equity, focused exclusively on the healthcare and cannabis sectors through its JW Partners, LP and JW Opportunities Fund, LLC vehicles.
- Ownership category
- akta.pro rank
JW Asset Management industry classification
Industry- Product category
- Asset Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Private Client/High-Net-Worth Advisory (FSAEAAAN)
- akta.pro secondary industry
- Small-Cap Equity (Active) (FSAAAIAC)
Keywords
Where JW Asset Management is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
JW Asset Management business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Compliance, Marketing or Sales, Technology or R&D
Revenue model
- Asset Management Fees: The firm generates revenue through asset management fees based on assets under management (AUM). As an SEC-registered investment adviser with more than $300 million in AUM, the firm charges fees on its managed funds.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels3 records
JW Asset Management product offering
Product offeringCore offering
JW Asset Management is an SEC-registered investment adviser managing more than $300 million in assets, providing long-term growth investment management across public and private equity in the healthcare and cannabis sectors. The firm operates through private fund vehicles, including JW Partners, LP and JW Opportunities Fund, LLC, and a Cannabis Impact Fund launched in partnership with Chris Webber. It serves portfolio companies seeking capital and limited partners/investors subscribing to its funds.
Product overview
JW Asset Management is an SEC-registered investment adviser with more than $300 million in assets under management, specializing in long-term growth investments across public and private equity in the healthcare and cannabis sectors. The firm operates as a single investment management service offering rather than a product portfolio with distinct modules or sub-brands.
Differentiator
Problem solved
Functional benefit
Products and services
- JW Asset Management Investment Advisory Services
Companies that use JW Asset Management
Customer profileSegments1 record
Ideal customer profiles2 records
JW Asset Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
JW Asset Management partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered minor.
- Tidal Financial GroupminorStrategic partnership announced with FundVantage Trust aimed at streamlining ETF creation for investment advisers. The partnership combines Tidal's full-stack services with FundVantage's trust structure to facilitate faster market entry for new ETF solutions.
- FundVantage TrustminorStrategic partnership to offer an end-to-end ETF platform for investment advisors. The collaboration leverages Tidal's marketplace capabilities and FundVantage's trust and governance structure, focusing on supporting the growth of ETFs in the US.
Scale indicators4 records
Recent moves6 records
Expansion highlights5 records
JW Asset Management competitors and assessment
Company assessmentDirect peers
- Perceptive Advisors: Healthcare and biotech-focused investment firm co-leading deals alongside JW (e.g., Vitruvias Series A). Closest direct peer with overlapping strategy in life sciences equity and credit.
- RA Capital Management: Healthcare-focused crossover fund investing across public and private biotech. Highly comparable in mandate (public/private healthcare crossover) and target issuers.
- Baker Bros. Advisors: Biotech/specialty pharma-focused long-only manager with deep scientific network. Comparable healthcare concentration and patient-capital orientation.
- Cormorant Asset Management: Biotech-focused crossover fund with similar public/private healthcare mandate. Directly comparable in issuer universe and check size.
- EcoR1 Capital: Biotech-focused hedge fund with public/private crossover mandate. Similar sector specialization and small specialist team structure.
- Sectoral Asset Management: Healthcare-focused global equity manager with long-only and long/short strategies. Direct peer in healthcare specialist public-equity investing.
- Casdin Capital: Biotech-focused crossover fund investing in public and private life sciences companies. Comparable specialist focus and issuer overlap.
- Tuatara Capital: Cannabis-sector-focused alternative investment manager. Most directly comparable peer for JW's cannabis allocation and deal-sourcing model.
Broad incumbents
- OrbiMed Advisors: Large, established healthcare investment platform spanning public equities, private equity, and royalty/credit. Wider mandate but overlapping healthcare thesis.
- Deerfield Management: Healthcare-focused investment firm with public equity, private equity, and structured finance capabilities. Overlaps in healthcare issuer coverage at greater scale.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
JW Asset Management social profiles
Digital presenceJW Asset Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
JW Asset Management leadership team
Management profileNumber of profiles
Profiles6 records
JW Asset Management subsidiaries and ownership
Company hierarchySubsidiaries2 records
JW Asset Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
JW Asset Management M&A and investment
M&A and investmentM&A
Investments31 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about JW Asset Management
What does JW Asset Management do?
JW Asset Management is an SEC-registered investment adviser managing more than $300 million in assets, providing long-term growth investment management across public and private equity in the healthcare and cannabis sectors. The firm operates through private fund vehicles, including JW Partners, LP and JW Opportunities Fund, LLC, and a Cannabis Impact Fund launched in partnership with Chris Webber. It serves portfolio companies seeking capital and limited partners/investors subscribing to its funds.
Is JW Asset Management a public or private company?
JW Asset Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was JW Asset Management founded?
JW Asset Management was founded in 1998. It employs 1 to 10 people.
Where is JW Asset Management based?
JW Asset Management is headquartered in New York, United States, in the North America region.
How does JW Asset Management make money?
One revenue line is on record: asset Management Fees.
Who are JW Asset Management's main competitors?
Direct peers on record are Perceptive Advisors, RA Capital Management, Baker Bros. Advisors, Cormorant Asset Management, EcoR1 Capital, Sectoral Asset Management, Casdin Capital and Tuatara Capital. Broad incumbents are OrbiMed Advisors and Deerfield Management.
Does JW Asset Management have an API?
No public API is recorded for JW Asset Management.
What industry is JW Asset Management in?
JW Asset Management's product category is Asset Management. Its primary akta.pro industry code is FSAEAAAN, Private Client/High-Net-Worth Advisory, with a secondary code of FSAAAIAC, Small-Cap Equity (Active). Its NAICS code is 523940 and its SIC code is 6282.