Tcw Pt Management Company Llc
- Regulatory AUM
- $2.7B
- Discretionary
- $2.7B
- Clients
- 5
- Avg AUM / client
- $540M
- Accounts
- 5
- Employees
- 344
AUM over time
Annual snapshots from Form ADV filings · as of May 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Business development companies | 1 | $668M | 24.8% |
| Pooled investment vehicles (non-investment companies) | 4 | $2.0B | 75.2% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Nov 2024 · $0 combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Tcw Steel City Unlevered Private Fund Lp master | Hedge Fund | Delaware | $0 | 0 |
| Tcw Steel City Perpetual Levered Fund Lp | Hedge Fund | Delaware | $0 | 0 |
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bowden, Andrew, John | Executive Vice President, General Counsel, And Secretary | Oct 2024 (2y) | Less than 5% | |
| Koch, Kathryn, Agnes | President, Chief Executive Officer | Oct 2024 (2y) | Less than 5% | |
| Miller, Richard, Todd | Board Member, Group Managing Director | Oct 2024 (2y) | Less than 5% | |
| Stolfi, Melissa, Lynn | Executive Vice President And Chief Operating Officer | Oct 2024 (2y) | Less than 5% | |
| Villa, Richard, Manuel | Board Member, Executive Vice President, Chief Financial Officer | Oct 2024 (2y) | Less than 5% | |
| Wang, David, Chih Wen | Board Member, Managing Director | Oct 2024 (2y) | Less than 5% | |
| Xiques, Gladys | Global Chief Compliance Officer | Oct 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Tcw Asset Management Company Llc | Member | Oct 2024 | A | 75% or more |
| The Tcw Group, Inc. | Shareholder | May 1970 | B | ≈ 56.25% – 100% via Tcw Asset Management Company Llc |
| Clipper Acquisitions Corp. | Shareholder | Feb 2013 | B | ≈ 42.19% – 100% via The Tcw Group, Inc. |
| Clipper Intermediate Corp. | Shareholder | Jul 2012 | B | ≈ 31.64% – 100% via Clipper Acquisitions Corp. |
| Clipper Holding, L.P. | Shareholder | Jul 2012 | B | ≈ 23.73% – 100% via Clipper Intermediate Corp. |
| Nippon Life Insurance Company | Shareholder | Apr 2013 | B | ≈ 4.45% – 50% via Nippon Life Americas, Inc. |
| Nippon Life Americas, Inc. | Shareholder | Dec 2017 | B | ≈ 5.93% – 50% via Clipper Holding, L.P. |
| Clipper Gp, L.L.C. | General Partner | Jul 2012 | B | GP / trustee / elected manager of Clipper Holding, L.P. (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- The Tcw Group, Inc.: 75% – 100% of Tcw Asset Management Company Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Clipper Acquisitions Corp.: 75% – 100% of The Tcw Group, Inc. × 75% – 100% of Tcw Asset Management Company Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Clipper Intermediate Corp.: 75% – 100% of Clipper Acquisitions Corp. × 75% – 100% of The Tcw Group, Inc. × 75% – 100% of Tcw Asset Management Company Llc × 75% – 100% direct ≈ 31.64% – 100% of the firm
- Clipper Holding, L.P.: 75% – 100% of Clipper Intermediate Corp. × 75% – 100% of Clipper Acquisitions Corp. × 75% – 100% of The Tcw Group, Inc. × 75% – 100% of Tcw Asset Management Company Llc × 75% – 100% direct ≈ 23.73% – 100% of the firm
- Nippon Life Insurance Company: 75% – 100% of Nippon Life Americas, Inc. × 25% – 50% of Clipper Holding, L.P. × 75% – 100% of Clipper Intermediate Corp. × 75% – 100% of Clipper Acquisitions Corp. × 75% – 100% of The Tcw Group, Inc. × 75% – 100% of Tcw Asset Management Company Llc × 75% – 100% direct ≈ 4.45% – 50% of the firm
- Nippon Life Americas, Inc.: 25% – 50% of Clipper Holding, L.P. × 75% – 100% of Clipper Intermediate Corp. × 75% – 100% of Clipper Acquisitions Corp. × 75% – 100% of The Tcw Group, Inc. × 75% – 100% of Tcw Asset Management Company Llc × 75% – 100% direct ≈ 5.93% – 50% of the firm
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, $0 gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Tcw Steel City Unlevered Private Fund Lp | Hedge Fund | $0 | $0 | 0 |
| Tcw Steel City Perpetual Levered Fund Lp | Hedge Fund | $0 | $0 | 0 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/05/2026 | 2.78 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 investment companies
- • 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: May 05, 2026.
View current Form ADV (SEC/IAPD) ↗