Cwa Asset Management Group, LLC
● SEC registered since 2014CRD 158940SEC# 801-79715Naples, FL
Ranks #1,424 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$4.51B
Fund GAV
$23.8M
Private funds
3
Employees
67
Accounts
5,041
Location
Naples, FL
Cwa Asset Management Group, LLC assets under management
Cwa Asset Management Group, LLC is an SEC-registered investment adviser based in Naples, FL. The firm has been registered since 2014. It reports $4.5 billion in regulatory assets under management and employs 67 people. Cwa Asset Management Group, LLC manages 3 private funds with combined gross assets of $23.8 million, including Cw Special Opportunities Fund, LP. By regulatory assets, it ranks 1,424 of 6,004 private fund managers.
Cwa Asset Management Group, LLC private funds
3 funds · $23.8M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Cw Special Opportunities Fund, LP | Hedge | $13.9M | $500K |
| Global New Leaders Fund, LP | Hedge | $9.9M | $500K |
| Cwa Private Gateway Fund, LP | Hedge | — | $500K |
Cwa Asset Management Group, LLC owners & executives
12 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Blaine Michael Ferguson Control | Managing Member, Chief Operating Officer | Under 5% | 2011 |
| Cwa Holdings, LLC Control | Owner | Over 75% | 2022 |
| Galleria 104, LLC | Profit Ownership Interest | 5-10% | 2023 |
See all 12 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Cwa Asset Management Group, LLC manage?
Cwa Asset Management Group, LLC reports $4.5 billion in regulatory assets under management on its Form ADV.
How many private funds does Cwa Asset Management Group, LLC manage?
Cwa Asset Management Group, LLC manages 3 private funds with combined gross assets of $23.8 million.
How many employees does Cwa Asset Management Group, LLC have?
Cwa Asset Management Group, LLC reports 67 employees.
Where is Cwa Asset Management Group, LLC located?
Cwa Asset Management Group, LLC is based in Naples, FL and has been SEC-registered since 2014.
Does Cwa Asset Management Group, LLC disclose fund performance?
Cwa Asset Management Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9130 Galleria Court, Third Floor, Naples, FL 34109 |
| Phone | 239-434-7434 |
| Fax | 239-434-7494 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$4.51B▲ 35%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 14%
Larger than 86% of 16,271 advisers
AUM vs fund managersTop 24%
Larger than 76% of 6,004 private-fund managers
Number of fundsTop 53%
More funds than 47% of fund managers
EmployeesTop 10%
More than 90% of 16,825 advisers
Assets under management
$4.51Bregulatory AUM
Discretionary $4.27BNon-discretionary $243.7M
Service providers
Auditor
Prime broker
Custodian
Administrator