Chung Wu Investment Group, LLC
● SEC registered since 2024CRD 170362SEC# 801-130266Sugar Land, TX
Ranks #5,469 of 6,004 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 5,469 of 6,004 private fund managers.
Chung Wu Investment Group, LLC private funds
1 funds · $29.7M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Cwig Total Return Fund, LLC | Private Equity | $29.7M | $134K |
Chung Wu Investment Group, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Chung Wu Control | Chief Compliance Officer/Managing Member | Over 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
| Address | 1415 Lake Pointe Parkway, Sugar Land, TX 77478 |
| Phone | (281) 203-0069 |
| Office hours | 8a.m. - 5p.m. (Cst) |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 2054278 |
| Discloses disciplinary history | No |
Regulatory AUM
$147.5M▲ 16%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
AUM vs fund managersTop 91%
Larger than 9% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$147.5Mregulatory AUM
Discretionary $147.5M
Service providers
Auditor
Custodian