| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Aspera Limited Partnership | Other Private | $34.4M | $50K |
| Mja Special Opportunities Fund, LP | Other Private | $15.2M | $100K |
| Cwm Private Equity Growth Fund LLC | Private Equity | $6.7M | $200K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Candace Cavalier Control | Chief Compliance Officer And General Counsel | Under 5% | 2017 |
| Congress Buyer, Inc. Control | Member | Over 75% | 2023 |
| Erin Marie Wendell Control | Chief Financial Officer | Under 5% | 2021 |
Cw Advisors, LLC reports $9.3 billion in regulatory assets under management on its Form ADV.
Cw Advisors, LLC manages 5 private funds with combined gross assets of $64.5 million.
Cw Advisors, LLC reports 110 employees.
Cw Advisors, LLC is based in Boston, MA and has been SEC-registered since 2020.
Cw Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 155 Seaport Blvd, 3rd Floor, Boston, MA 02210 |
| Phone | (617) 428-7600 |
| Fax | (617) 428-7699 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1904976 |
| Discloses disciplinary history | Yes |
| Discretionary | $9.21B |
| Non-discretionary | $96.4M |
| Total (RAUM) | $9.3B |