Stwd Investment Management, Llc
- Regulatory AUM
- $5.4B
- Discretionary
- $5.4B
- Clients
- 9
- Avg AUM / client
- $604M
- Accounts
- 9
- Employees
- 139
AUM over time
Annual snapshots from Form ADV filings · as of Mar 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 9 | $5.4B | 100.0% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $887M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Woodstar Feeder Fund, L.P. | Other Private Fund | Delaware | $572M | 3 |
| Stwd Cmbs Venture Holdings, Llc | Securitized Asset Fund | Delaware | $316M | 2 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Dimodica, Jeffrey, Francis | President | Nov 2016 (10y) | Less than 5% | |
| Paniry, Rina | Cfo | Jul 2019 (7y) | Less than 5% | |
| Sternlicht, Barry, Stuart | Chairman/Ceo | Sep 2019 (7y) | Less than 5% | |
| Bennett, Heather, Nell | Executive Vice President, General Counsel | Jul 2023 (3y) | Less than 5% | |
| Hirschkorn, Yaron | Chief Compliance Officer | Jul 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Starwood Property Trust, Inc. | Managing Member | Nov 2016 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $887M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Woodstar Feeder Fund, L.P. | Other Private Fund | $572M | $0 | 3 |
| Stwd Cmbs Venture Holdings, Llc | Securitized Asset Fund | $316M | $0 | 2 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/04/2026 | 1.95 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 04, 2026.
View current Form ADV (SEC/IAPD) ↗