Cw Advisors, LLC
● SEC registered since 2020CRD 310873SEC# 801-119667Boston, MA
Ranks #662 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$15.22B
Fund GAV
$28.6M
Private funds
4
Employees
152
Accounts
23,756
Location
Boston, MA
Cw Advisors, LLC assets under management
Cw Advisors, LLC is an investment advisory firm registered with the SEC based in Boston, MA. The firm has been registered since 2020. It reports $15.2 billion in regulatory assets under management and employs 152 people. Cw Advisors, LLC manages 4 private funds with combined gross assets of $28.6 million, including Mja Special Opportunities Fund, LP. By regulatory assets, it ranks 662 of 6,004 private fund managers.
Cw Advisors, LLC private funds
4 funds · $28.6M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Mja Special Opportunities Fund, LP | Other Private | $17.8M | $100K |
| Cwm Private Equity Growth Fund LLC | Private Equity | $6.2M | $200K |
| Cwm Social Impact Fund Lcc | Private Equity | $3.2M | $200K |
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Join to unlock · $37/moCw Advisors, LLC owners & executives
25 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Candace Cavalier Control | Chief Compliance Officer And General Counsel | Under 5% | 2017 |
| Congress Buyer, Inc. Control | Member | Over 75% | 2023 |
| Erin Marie Wendell Control | Chief Financial Officer | Under 5% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Cw Advisors, LLC manage?
Cw Advisors, LLC reports $15.2 billion in regulatory assets under management on its Form ADV.
How many private funds does Cw Advisors, LLC manage?
Cw Advisors, LLC manages 4 private funds with combined gross assets of $28.6 million.
How many employees does Cw Advisors, LLC have?
Cw Advisors, LLC reports 152 employees.
Where is Cw Advisors, LLC located?
Cw Advisors, LLC is based in Boston, MA and has been SEC-registered since 2020.
Does Cw Advisors, LLC disclose fund performance?
Cw Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 155 Seaport Blvd, 3rd Floor, Boston, MA 02210 |
| Phone | (617) 428-7600 |
| Fax | (617) 428-7699 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1904976 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$15.22B▲ 120%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 6%
Larger than 94% of 16,271 advisers
AUM vs fund managersTop 11%
Larger than 89% of 6,004 private-fund managers
Number of fundsTop 46%
More funds than 54% of fund managers
EmployeesTop 5%
More than 95% of 16,825 advisers
Assets under management
$15.22Bregulatory AUM
Discretionary $14.79BNon-discretionary $437.7M
Fund type mix
Private Equity3
Other Private1
Service providers
Auditor
Custodian