CW ADVISORS, LLC
CRD #310873 SEC #801-119667 BOSTON, MA (617) 428-7600
SEC Registered Private Funds Disclosures
Total AUM
$9.3B
Discretionary
$9.2B
Employees
110
Clients
--
Accounts
12,836
| Fund Name | Type | GAV | Investors | Auditor |
|---|---|---|---|---|
| ASPERA LIMITED PARTNERSHIP | Other Private Fund | $34.4M | 47 | EDELSTEIN & CO LLP |
| ASPERA LIMITED PARTNERSHIP | Other Private Fund | $34.4M | 47 | EDELSTEIN & CO LLP |
| ASPERA LIMITED PARTNERSHIP | Other Private Fund | $34.4M | 47 | EDELSTEIN & CO LLP |
| ASPERA LIMITED PARTNERSHIP | Other Private Fund | $34.4M | 47 | EDELSTEIN & CO LLP |
| MJA SPECIAL OPPORTUNITIES FUND, LP | Other Private Fund | $15.2M | 57 | SC&H GROUP, INC. |
| MJA SPECIAL OPPORTUNITIES FUND, LP | Other Private Fund | $15.2M | 57 | SC&H GROUP, INC. |
| MJA SPECIAL OPPORTUNITIES FUND, LP | Other Private Fund | $15.2M | 57 | SC&H GROUP, INC. |
| MJA SPECIAL OPPORTUNITIES FUND, LP | Other Private Fund | $15.2M | 57 | SC&H GROUP, INC. |
| CWM PRIVATE EQUITY GROWTH FUND LLC | Private Equity Fund | $6.7M | 15 | SANDLER & COMPANY, P.C. |
| CWM PRIVATE EQUITY GROWTH FUND LLC | Private Equity Fund | $6.7M | 15 | SANDLER & COMPANY, P.C. |
| CWM PRIVATE EQUITY GROWTH FUND LLC | Private Equity Fund | $6.7M | 15 | SANDLER & COMPANY, P.C. |
| CWM PRIVATE EQUITY GROWTH FUND LLC | Private Equity Fund | $6.7M | 15 | SANDLER & COMPANY, P.C. |
| CONGRESS WEALTH MANAGEMENT ENHANCED YIELD LP | Private Equity Fund | $4.8M | 90 | SANDLER & COMPANY, P.C. |
| CONGRESS WEALTH MANAGEMENT ENHANCED YIELD LP | Private Equity Fund | $4.8M | 90 | SANDLER & COMPANY, P.C. |
| CONGRESS WEALTH MANAGEMENT ENHANCED YIELD LP | Private Equity Fund | $4.8M | 90 | SANDLER & COMPANY, P.C. |
| CONGRESS WEALTH MANAGEMENT ENHANCED YIELD LP | Private Equity Fund | $4.8M | 90 | SANDLER & COMPANY, P.C. |
| CWM SOCIAL IMPACT FUND LCC | Private Equity Fund | $3.3M | 14 | SANDLER & COMPANY, P.C. |
| CWM SOCIAL IMPACT FUND LCC | Private Equity Fund | $3.3M | 14 | SANDLER & COMPANY, P.C. |
| CWM SOCIAL IMPACT FUND LCC | Private Equity Fund | $3.3M | 14 | SANDLER & COMPANY, P.C. |
| CWM SOCIAL IMPACT FUND LCC | Private Equity Fund | $3.3M | 14 | SANDLER & COMPANY, P.C. |
Fund NameASPERA LIMITED PARTNERSHIP
TypeOther Private Fund
GAV$34.4M
Investors47
AuditorEDELSTEIN & CO LLP
Fund NameASPERA LIMITED PARTNERSHIP
TypeOther Private Fund
GAV$34.4M
Investors47
AuditorEDELSTEIN & CO LLP
Fund NameASPERA LIMITED PARTNERSHIP
TypeOther Private Fund
GAV$34.4M
Investors47
AuditorEDELSTEIN & CO LLP
Fund NameASPERA LIMITED PARTNERSHIP
TypeOther Private Fund
GAV$34.4M
Investors47
AuditorEDELSTEIN & CO LLP
Fund NameMJA SPECIAL OPPORTUNITIES FUND, LP
TypeOther Private Fund
GAV$15.2M
Investors57
AuditorSC&H GROUP, INC.
Fund NameMJA SPECIAL OPPORTUNITIES FUND, LP
TypeOther Private Fund
GAV$15.2M
Investors57
AuditorSC&H GROUP, INC.
Fund NameMJA SPECIAL OPPORTUNITIES FUND, LP
TypeOther Private Fund
GAV$15.2M
Investors57
AuditorSC&H GROUP, INC.
Fund NameMJA SPECIAL OPPORTUNITIES FUND, LP
TypeOther Private Fund
GAV$15.2M
Investors57
AuditorSC&H GROUP, INC.
Fund NameCWM PRIVATE EQUITY GROWTH FUND LLC
TypePrivate Equity Fund
GAV$6.7M
Investors15
AuditorSANDLER & COMPANY, P.C.
Fund NameCWM PRIVATE EQUITY GROWTH FUND LLC
TypePrivate Equity Fund
GAV$6.7M
Investors15
AuditorSANDLER & COMPANY, P.C.
Fund NameCWM PRIVATE EQUITY GROWTH FUND LLC
TypePrivate Equity Fund
GAV$6.7M
Investors15
AuditorSANDLER & COMPANY, P.C.
Fund NameCWM PRIVATE EQUITY GROWTH FUND LLC
TypePrivate Equity Fund
GAV$6.7M
Investors15
AuditorSANDLER & COMPANY, P.C.
TypePrivate Equity Fund
GAV$4.8M
Investors90
AuditorSANDLER & COMPANY, P.C.
TypePrivate Equity Fund
GAV$4.8M
Investors90
AuditorSANDLER & COMPANY, P.C.
TypePrivate Equity Fund
GAV$4.8M
Investors90
AuditorSANDLER & COMPANY, P.C.
TypePrivate Equity Fund
GAV$4.8M
Investors90
AuditorSANDLER & COMPANY, P.C.
Fund NameCWM SOCIAL IMPACT FUND LCC
TypePrivate Equity Fund
GAV$3.3M
Investors14
AuditorSANDLER & COMPANY, P.C.
Fund NameCWM SOCIAL IMPACT FUND LCC
TypePrivate Equity Fund
GAV$3.3M
Investors14
AuditorSANDLER & COMPANY, P.C.
Fund NameCWM SOCIAL IMPACT FUND LCC
TypePrivate Equity Fund
GAV$3.3M
Investors14
AuditorSANDLER & COMPANY, P.C.
Fund NameCWM SOCIAL IMPACT FUND LCC
TypePrivate Equity Fund
GAV$3.3M
Investors14
AuditorSANDLER & COMPANY, P.C.