| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Alera Bridge Fund LLC | Real Estate | $39.2M | $50K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Cleland Woolworth Capital Group LLC Control | Owner | Over 75% | 2000 |
| Gary Richard Woolworth Control | President/Chief Compliance Officer | Under 5% | 2000 |
| Thane Alan Cleland Control | Chief Executive Officer | Under 5% | 2000 |
Cwc Advisors, LLC reports $421.5 million in regulatory assets under management on its Form ADV.
Cwc Advisors, LLC manages 1 private funds with combined gross assets of $39.2 million.
Cwc Advisors, LLC reports 9 employees.
Cwc Advisors, LLC is based in Lake Oswego, OR and has been SEC-registered since 2003.
Cwc Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 5800 Meadows Road, Suite 230, Lake Oswego, OR 97035-8899 |
| Phone | 503-968-0950 |
| Fax | 503-968-0898 |
| Office hours | 6.30a.m.-5.00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1520683 |
| Discloses disciplinary history | No |
| Discretionary | $415.7M |
| Non-discretionary | $5.8M |
| Total (RAUM) | $421.5M |