Congress Wealth Management Enhanced Yield LP
Private Equity FundFund ID 805-6103392284Delaware, United States
Gross assets
$1.4M
Min. investment
$100K
Beneficial owners
89
Size rank
Top 93%
Audited
Yes
Structure
Standalone
About this fund
Congress Wealth Management Enhanced Yield LP is a private equity fund managed by Cw Advisors, LLC. The fund reports $1.4 million in gross assets, placing it among the top 93% of private funds by size. The stated minimum investment is $100,000. Its financial statements are audited annually. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.
Fund details
| Fund ID | 805-6103392284 |
| Fund type | Private Equity Fund |
| 3(c)(1) exclusion | Yes |
| 3(c)(7) exclusion | No |
| Master fund | No |
| Feeder fund | No |
| Fund of funds | No |
| Relies on exemption from registration | Yes |
| Annual audit | Yes |
| Prepared per GAAP | Yes |
| Sub-advised | No |
| Sales limited to qualified investors | Yes |
| % of assets independently valued | 100% |
Other funds from this manager
| Fund | Type | Gross assets |
|---|---|---|
| Mja Special Opportunities Fund, LP | Other Private | $17.8M |
| Cwm Private Equity Growth Fund LLC | Private Equity | $6.2M |
| Cwm Social Impact Fund Lcc | Private Equity | $3.2M |
Frequently asked questions
How large is Congress Wealth Management Enhanced Yield LP?
Congress Wealth Management Enhanced Yield LP reports $1.4 million in gross assets, among the top 93% of private funds by size.
What is the minimum investment for Congress Wealth Management Enhanced Yield LP?
The stated minimum investment is $100,000.
Who manages Congress Wealth Management Enhanced Yield LP?
Congress Wealth Management Enhanced Yield LP is managed by Cw Advisors, LLC.
Does Congress Wealth Management Enhanced Yield LP disclose returns?
No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.
Manager
C
Boston, MA
Service providers
Prime broker
None reported
Custodian
Auditor
Reported gross assets
$1.4M▼ 98%
Jan '25Form ADV, monthlyJun '26
How this fund compares
Gross assetsTop 93%
Larger than 7% of 67,041 private funds
Gross assets vs Private Equity FundsTop 92%
Larger than 8% of 31,066 private equity funds
Minimum investmentTop 71%
Higher than 29% of funds reporting a minimum
Investor base
Adviser & related persons%
Funds of funds%
Non-U.S. persons%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.