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Cwm Partners, LLC

● SEC registered since 2019CRD 299857SEC# 801-114490
Export (members)
Reg. AUM
$56.4M
Employees
3
Accounts
24
Location
—

Cwm Partners, LLC assets under management

Cwm Partners, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2019. It reports $56.4 million in regulatory assets under management and employs 3 people.
www.cwm-partners.comView on SEC.gov ↗

Cwm Partners, LLC owners & executives

2 reported
NameTitleOwnershipSince
Cristina MarkmanOwner10-25%2022
Michael Warszawski ControlCeo And CcoOver 75%2018

Frequently asked questions

How much does Cwm Partners, LLC manage?

Cwm Partners, LLC reports $56.4 million in regulatory assets under management on its Form ADV.

How many employees does Cwm Partners, LLC have?

Cwm Partners, LLC reports 3 employees.

Does Cwm Partners, LLC disclose fund performance?

Cwm Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone(646) 546-5275
Office hours5-Sep
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$5M
Non-discretionary$51.4M
Total (RAUM)$56.4M