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Cwa Asset Management Group, LLC

● SEC registered since 2014CRD 158940SEC# 801-79715Naples, FL
Export (members)
Ranks #1,425 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$3.34B
Fund GAV
$14.3M
Private funds
1
Employees
52
Accounts
4,208
Location
Naples, FL

Cwa Asset Management Group, LLC assets under management

Cwa Asset Management Group, LLC is an SEC-registered investment adviser based in Naples, FL. The firm has been registered since 2014. It reports $3.3 billion in regulatory assets under management and employs 52 people. Cwa Asset Management Group, LLC manages 1 private fund with combined gross assets of $14.3 million, including Cw Special Opportunities Fund, LP. By regulatory assets, it ranks 1,425 of 5,911 private fund managers.

Cwa Asset Management Group, LLC private funds

1 funds · $14.3M GAV
FundTypeGross assetsMin.
Cw Special Opportunities Fund, LPHedge$14.3M$500K

Cwa Asset Management Group, LLC owners & executives

12 reported
NameTitleOwnershipSince
Blaine Michael Ferguson ControlManaging Member, Chief Operating OfficerUnder 5%2011
Cwa Holdings, LLC ControlOwnerOver 75%2022
Galleria 104, LLCProfit Ownership Interest5-10%2023
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Frequently asked questions

How much does Cwa Asset Management Group, LLC manage?

Cwa Asset Management Group, LLC reports $3.3 billion in regulatory assets under management on its Form ADV.

How many private funds does Cwa Asset Management Group, LLC manage?

Cwa Asset Management Group, LLC manages 1 private funds with combined gross assets of $14.3 million.

How many employees does Cwa Asset Management Group, LLC have?

Cwa Asset Management Group, LLC reports 52 employees.

Where is Cwa Asset Management Group, LLC located?

Cwa Asset Management Group, LLC is based in Naples, FL and has been SEC-registered since 2014.

Does Cwa Asset Management Group, LLC disclose fund performance?

Cwa Asset Management Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address9130 Galleria Court, Third Floor, Naples, FL 34109
Phone239-434-7434
Fax239-434-7494
Office hours8:30 a.m. - 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$3.17B
Non-discretionary$166.6M
Total (RAUM)$3.34B

Service providers

Auditor
Administrator