CW INSTITUTIONAL, LLC
CRD #313549 SEC #801-120966 NAPLES, FL 239-434-7434
SEC Registered Private Funds
Total AUM
$32.8M
Discretionary
$32.8M
Employees
10
Clients
0
Accounts
2
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2024 | $32.8M | $32.8M | $0 | 10 | 2 |
| Mar 2024 | $29.4M | $29.4M | $0 | 10 | 2 |
| Oct 2023 | $40.8M | $40.8M | $0 | 11 | 0 |
| Mar 2023 | $40.8M | $40.8M | $0 | 11 | 0 |
| Jul 2022 | $41.4M | $41.4M | $0 | 12 | 0 |
| Mar 2022 | $41.4M | $41.4M | $0 | 12 | 0 |
| Oct 2021 | $46.8M | $46.8M | $0 | 12 | 0 |
| Mar 2021 | $0 | $0 | $0 | 12 | 0 |
DateNov 2024
Total AUM$32.8M
Discretionary$32.8M
Non-Disc.$0
Employees10
Clients2
DateMar 2024
Total AUM$29.4M
Discretionary$29.4M
Non-Disc.$0
Employees10
Clients2
DateOct 2023
Total AUM$40.8M
Discretionary$40.8M
Non-Disc.$0
Employees11
Clients0
DateMar 2023
Total AUM$40.8M
Discretionary$40.8M
Non-Disc.$0
Employees11
Clients0
DateJul 2022
Total AUM$41.4M
Discretionary$41.4M
Non-Disc.$0
Employees12
Clients0
DateMar 2022
Total AUM$41.4M
Discretionary$41.4M
Non-Disc.$0
Employees12
Clients0
DateOct 2021
Total AUM$46.8M
Discretionary$46.8M
Non-Disc.$0
Employees12
Clients0
DateMar 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0