Cwc Advisors, LLC
● SEC registered since 2003CRD 127739SEC# 801-62369Lake Oswego, OR
Ranks #4,052 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$445.3M
Fund GAV
$39.3M
Private funds
1
Employees
9
Accounts
1,189
Location
Lake Oswego, OR
Cwc Advisors, LLC assets under management
Cwc Advisors, LLC is a registered investment adviser overseen by the SEC based in Lake Oswego, OR. The firm has been registered since 2003. It reports $445.3 million in regulatory assets under management and employs 9 people. Cwc Advisors, LLC manages 1 private fund with combined gross assets of $39.3 million, including Alera Bridge Fund LLC. By regulatory assets, it ranks 4,052 of 6,004 private fund managers.
Cwc Advisors, LLC private funds
1 funds · $39.3M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Alera Bridge Fund LLC | Real Estate | $39.3M | $50K |
Cwc Advisors, LLC owners & executives
11 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cleland Woolworth Capital Group LLC Control | Owner | Over 75% | 2000 |
| Gary Richard Woolworth Control | President/Chief Compliance Officer | Under 5% | 2000 |
| Thane Alan Cleland Control | Chief Executive Officer, Chief Investment Officer | Under 5% | 2000 |
See all 11 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Cwc Advisors, LLC manage?
Cwc Advisors, LLC reports $445.3 million in regulatory assets under management on its Form ADV.
How many private funds does Cwc Advisors, LLC manage?
Cwc Advisors, LLC manages 1 private funds with combined gross assets of $39.3 million.
How many employees does Cwc Advisors, LLC have?
Cwc Advisors, LLC reports 9 employees.
Where is Cwc Advisors, LLC located?
Cwc Advisors, LLC is based in Lake Oswego, OR and has been SEC-registered since 2003.
Does Cwc Advisors, LLC disclose fund performance?
Cwc Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5800 Meadows Road, Suite 230, Lake Oswego, OR 97035-8899 |
| Phone | 503-968-0950 |
| Fax | 503-968-0898 |
| Office hours | 6.30a.m.-5.00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1520683 |
| Discloses disciplinary history | No |
Regulatory AUM
$445.3M▲ 6%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 51%
Larger than 49% of 16,271 advisers
AUM vs fund managersTop 67%
Larger than 33% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$445.3Mregulatory AUM
Discretionary $436.5MNon-discretionary $8.8M