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Chung Wu Investment Group, LLC

● SEC registered since 2024CRD 170362SEC# 801-130266Sugar Land, TX
Export (members)
Ranks #5,186 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$147.5M
Fund GAV
$29.7M
Private funds
1
Employees
2
Accounts
215
Location
Sugar Land, TX

Chung Wu Investment Group, LLC assets under management

Chung Wu Investment Group, LLC operates as an SEC-registered investment adviser based in Sugar Land, TX. The firm has been registered since 2024. It reports $147.5 million in regulatory assets under management and employs 2 people. Chung Wu Investment Group, LLC manages 1 private fund with combined gross assets of $29.7 million, including Cwig Total Return Fund, LLC. By regulatory assets, it ranks 5,186 of 5,911 private fund managers.

Chung Wu Investment Group, LLC private funds

1 funds · $29.7M GAV
FundTypeGross assetsMin.
Cwig Total Return Fund, LLCPrivate Equity$29.7M$134K

Chung Wu Investment Group, LLC owners & executives

1 reported
NameTitleOwnershipSince
Chung Wu ControlChief Compliance Officer/Managing MemberOver 75%2014

Frequently asked questions

How much does Chung Wu Investment Group, LLC manage?

Chung Wu Investment Group, LLC reports $147.5 million in regulatory assets under management on its Form ADV.

How many private funds does Chung Wu Investment Group, LLC manage?

Chung Wu Investment Group, LLC manages 1 private funds with combined gross assets of $29.7 million.

How many employees does Chung Wu Investment Group, LLC have?

Chung Wu Investment Group, LLC reports 2 employees.

Where is Chung Wu Investment Group, LLC located?

Chung Wu Investment Group, LLC is based in Sugar Land, TX and has been SEC-registered since 2024.

Does Chung Wu Investment Group, LLC disclose fund performance?

Chung Wu Investment Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1415 Lake Pointe Parkway, Sugar Land, TX 77478
Phone(281) 203-0069
Office hours8a.m. - 5p.m. (Cst)
SEC regionFort Worth Regional Office (FWRO)
CIK2054278
Discloses disciplinary historyNo

Assets under management

Discretionary$147.5M
Non-discretionary$0
Total (RAUM)$147.5M

Service providers