FOR ADVISERS
FOR ADVISERS
If you advise accredited clients and are evaluating private real estate or private credit for them, this page explains how NWX works with you: what the process is, what your client signs, who keeps the relationship, and what we will not tell you.
Registered investment advisers, independent financial advisers, family offices and the professionals who work alongside them — attorneys, accountants and consultants — whose clients qualify as accredited investors. It is not a retail page, and the offerings behind it are not available to the general public. If you are evaluating on your own behalf rather than a client's, the same material applies to you as an investor.
NWX Management LLC is the sponsor and general partner of NWX Invest LP. Each underlying vehicle is its own registered offering under Rule 506(c) with its own Form D, its own manager and its own documents — some managed by NWX affiliates, some by unaffiliated managers. That structure gives you a choice most feeders do not: subscribe your client into NWX Invest LP and take the diversified allocation, or subscribe them directly into a single vehicle whose strategy you want. Going through the feeder into a vehicle run by an unaffiliated manager means a second layer of management and performance fees at that vehicle; investing directly does not. Each set of documents states its own manager and its own fees, and we will tell you which route carries what before your client signs anything. NWX is not a marketplace and does not act as a placement agent for third-party sponsors.
The sequence is deliberately unremarkable, and each step exists to be verifiable:
Rule 506(c) requires the issuer to take reasonable steps to verify that every purchaser is accredited, which means documentary evidence rather than a signed box. That obligation is ours, and it is ours to stand behind. What it takes in a particular case depends on the client and the amount, so rather than set out a procedure here we will work through it with you directly — which is how this relationship runs anyway. You will know what is outstanding at every point; you will not be left to guess, and neither will your client.
A private placement memorandum, a limited partnership agreement and a subscription agreement, plus whatever tax and identity forms the vehicle requires. Those documents govern. Nothing on this website, in a deck, or in a conversation with us modifies them, and where a summary differs from the documents the documents win. We would rather you read the risk factors and the fee section closely and decide against us than skim them and be surprised later.
Your client stays your client. We do not use an introduction as an opening to market unrelated products to the people you bring us, and we do not go around you on questions that belong to you. Where your client authorises it, we will copy you on reporting and correspondence so that you are not learning about your own client's position secondhand. Where they do not, we respect that instead.
Fees, carried interest and expenses are set out in each vehicle's documents rather than summarised here, because a summary of a fee schedule is how misunderstandings start. NWX does not pay referral or placement compensation to advisers for introducing clients. If that ever changes for a particular arrangement, the arrangement and the conflict of interest it creates would be disclosed in writing to you and to your client before anything was signed — that is what the rules require, and it is also the only version of it we would be willing to operate.
Any client-benefit programme is described only in that programme's own written terms. Nothing on this page is an offer of one, none is consideration for making an investment, and none alters the terms, fees or risks of any investment your client makes. If a programme applies to a relationship you are advising on, ask us for its terms and read those instead of a summary.
We will not show you a track record that is not ours: performance belongs to the vehicle that earned it, and it is presented with that vehicle's name and period or not at all. We will not present a target return as though it were a projection you can rely on, or a projection as though it were a promise. We will not give you a comparison to a public index and call it a ranking. If a figure on this site is management's own and unaudited, it says so beside the figure. An adviser who has been sold to before will recognise why this section exists.
These are illiquid, speculative investments in which a client can lose everything. There is no public market, transfers are restricted, and there is no redemption right — your client should be prepared to hold for the full life of the vehicle. Real estate and credit strategies carry construction, leasing, borrower, concentration, leverage, interest-rate and valuation risk, and private assets are valued by estimate rather than by a market price. The Important Notice sets all of this out in full, and it is the page to read before the marketing ones.
Write to info@nwxinvest.com with what you are working on, or request access below and say that you are an adviser. There is no obligation, no allocation is reserved by making contact, and nothing binds either side until a subscription agreement is signed and accepted.
TALK TO US
Bring the structural question you actually have — how a vehicle is put together, what sits at which layer, what your client would sign. You will be talking to the people who underwrote it, not to a sales desk.