PPrivate Fund Data
CompaniesFundsPeopleRankingsScreener

C.m.bidwell & Associates Ltd

● SEC registered since 1980CRD 107449SEC# 801-14976
Export (members)
Reg. AUM
$267.1M
Employees
5
Accounts
165
Location

C.m.bidwell & Associates Ltd assets under management

C.m.bidwell & Associates Ltd is an investment advisory firm registered with the SEC. The firm has been registered since 1980. It reports $267.1 million in regulatory assets under management and employs 5 people.

C.m.bidwell & Associates Ltd owners & executives

8 reported
NameTitleOwnershipSince
Berkeley Joseph Bidwell ControlDirectorUnder 5%2006
Brett Cash Bidwell ControlDirector / Sr. Vice President10-25%2012
Clinton Millinger Bidwell ControlChairman Of The BoardUnder 5%1979
See all 8 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does C.m.bidwell & Associates Ltd manage?

C.m.bidwell & Associates Ltd reports $267.1 million in regulatory assets under management on its Form ADV.

How many employees does C.m.bidwell & Associates Ltd have?

C.m.bidwell & Associates Ltd reports 5 employees.

Does C.m.bidwell & Associates Ltd disclose fund performance?

C.m.bidwell & Associates Ltd is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone808-595-1099
Fax808-595-1091
Office hours7:30a.m. - 4:30p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Regulatory AUM

$267.1M▲ 25%
Mar '25 — $213.3MApr '25 — $213.3MMay '25 — $213.3MJun '25 — $213.3MJul '25 — $213.3MAug '25 — $213.3MSep '25 — $213.3MOct '25 — $213.3MNov '25 — $213.3MDec '25 — $213.3MJan '26 — $213.3MFeb '26 — $213.3MMar '26 — $267.1MApr '26 — $267.1MMay '26 — $267.1MJun '26 — $267.1M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 66%
Larger than 34% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers

Assets under management

$267.1Mregulatory AUM
Discretionary $267.1M