Clients
RTW Investments serves 10 clients. The average client has about $1.41 billion with the firm.
- Pooled investment vehicles10 clients100%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 10 | $14,137,925,887 | 100.0% | $1.41B |
| Total | 10 | $14,137,925,887 | 100% | $1.41B |
- Clients
- 10
- Regulatory AUM
- $14,137,925,887
- Share
- 100.0%
- Avg. per client
- $1.41B
Total
- Clients
- 10
- Regulatory AUM
- $14,137,925,887
- Share
- 100%
- Avg. per client
- $1.41B
What it does
RTW Investments provides portfolio management for pooled vehicles. It is paid through a percentage of assets and performance-based fees.
RTW Investments advises 3 private funds.
100.0% of assets ($14.14B across 10 accounts) are managed with discretion. 70% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
Custodians
RTW Investments has custody of $9.52B for 3 clients.
- All other custodians$14.14B100%
Ownership and leadership
Roderick Wong owns 50% to 75% of RTW Investments.
- Owns 50% to 75% of RTW Investments LP
Roderick Wong
Control person · since September 2009
- Owns 5% to 10% of RTW Investments LP
Naveen Yalamanchi
Control person · since January 2016
Leadership
- Peter FongPartner, President
- Robert AurigemaPartner, Chief Operating Officer and Chief Financial Officer
- Darshan PatelChief Compliance Officer, General Counsel
- Josh Kennedy-SmithPartner, Research Analyst
- Gotam MakkerPartner, Head of Strategic Investments
- Tony NguyenPartner, Research Analyst
- Christopher SeiterChief Corporate Finance Officer
- Stephanie SirotaPartner, Chief Business Officer
- Roderick WongManaging Partner, Chief Investment Officer
- Naveen YalamanchiPartner, Portfolio Manager
Staff
- 70 employees
- 35 in advisory functions
Reported holdings
RTW Investments’ reported 13F holdings total $11.71B across 84 positions, and the ten largest make up 47.7% of it.
- $11.71B
- Reported 13F value
- 84
- Positions
- 47.7%
- In the 10 largest
- +16.5%
- Value vs. prior quarter
- Madrigal Pharmaceuticals Inc.9.1%
- Argenx SE · Sponsored ADR5.6%
- Ptc Therapeutics Inc.5.4%
- Protagonist Therapeutics Inc.5.3%
- CG Oncology Inc.5.2%
- Insmed Inc. · Com Par $.014.4%
- Tango Therapeutics Inc.3.7%
- Spyre Therapeutics Inc.3.2%
- Celcuity Inc.3.0%
- Erasca Inc.2.8%
Together, the ten largest are 47.7% of reported value.
A 13F covers only exchange-traded long positions the firm holds with discretion, so this $11.71B is not its $14.14B in regulatory assets and does not represent any individual client's portfolio.
Fees
RTW Investments is paid through a percentage of assets under management and performance-based fees.
RTW Investments’ fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, RTW Investments has 0 offices, with 1 listed address in 1 state.
New York · 1 listed address
- 40 10th Avenue, 7th Floor, New YorkHQ
Registration details
- Legal name
- RTW Investments LP
- Headquarters
- 40 10th Avenue, 7th Floor, New York, NY 10014
- Phone
- 646-597-6980
- Website
- Not reported
- SEC file
- 801-78183
- Structure
- Delaware limited partnership
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does RTW Investments have?
RTW Investments has 10 clients and manages $14.1 billion for them, as of March 2026.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does RTW Investments offer?
RTW Investments provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does RTW Investments have?
RTW Investments has 0 investment adviser representatives registered with state securities authorities, out of 70 employees, and 35 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns RTW Investments?
RTW Investments’ direct owners are Roderick Wong (50% to 75%) and Naveen Yalamanchi (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does RTW Investments get paid?
RTW Investments is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file