Cwm Social Impact Fund Lcc
Private Equity FundFund ID 805-5518640665Massachusetts, United States
Gross assets
$3.2M
Min. investment
$200K
Beneficial owners
14
Size rank
Top 88%
Audited
Yes
Structure
Master
About this fund
Cwm Social Impact Fund Lcc is a private equity fund managed by Cw Advisors, LLC. The fund reports $3.2 million in gross assets, placing it among the top 88% of private funds by size. The stated minimum investment is $200,000. 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 | 805-5518640665 |
| Fund type | Private Equity Fund |
| 3(c)(1) exclusion | Yes |
| 3(c)(7) exclusion | No |
| Master fund | Yes |
| 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 |
| Congress Wealth Management Enhanced Yield LP | Private Equity | $1.4M |
Frequently asked questions
How large is Cwm Social Impact Fund Lcc?
Cwm Social Impact Fund Lcc reports $3.2 million in gross assets, among the top 88% of private funds by size.
What is the minimum investment for Cwm Social Impact Fund Lcc?
The stated minimum investment is $200,000.
Who manages Cwm Social Impact Fund Lcc?
Cwm Social Impact Fund Lcc is managed by Cw Advisors, LLC.
Does Cwm Social Impact Fund Lcc 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
None reported
Auditor
Reported gross assets
$3.2M▼ 26%
Jan '25Form ADV, monthlyJun '26
How this fund compares
Gross assetsTop 88%
Larger than 12% of 67,041 private funds
Gross assets vs Private Equity FundsTop 88%
Larger than 12% of 31,066 private equity funds
Minimum investmentTop 68%
Higher than 32% 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.