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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 6, 2024
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BEYNON, WILLIAM, NICK | I | MANAGING MEMBER | NA | Control |
| BEYNON, WILLIAM, NICK | I | MANAGING MEMBER | NA | Control |
| BEYNON, WILLIAM, NICK | I | MANAGING MEMBER | NA | Control |
| BEYNON, WILLIAM, NICK | I | MANAGING MEMBER | NA | Control |
| BEYNON, WILLIAM, NICK | I | MANAGING MEMBER | NA | Control |
| BEYNON, WILLIAM, NICK | I | MANAGING MEMBER | NA | Control |
| BEYNON, WILLIAM, NICK | I | MANAGING MEMBER | NA | Control |
| FERGUSON, BLAINE, MICHAEL | I | MANAGING MEMBER | NA | Control |
| FERGUSON, BLAINE, MICHAEL | I | MANAGING MEMBER | NA | Control |
| FERGUSON, BLAINE, MICHAEL | I | MANAGING MEMBER | NA | Control |
| FERGUSON, BLAINE, MICHAEL | I | MANAGING MEMBER | NA | Control |
| FERGUSON, BLAINE, MICHAEL | I | MANAGING MEMBER | NA | Control |
| FERGUSON, BLAINE, MICHAEL | I | MANAGING MEMBER, CHIEF OPERATING OFFICER | NA | Control |
| FERGUSON, BLAINE, MICHAEL | I | MANAGING MEMBER, CHIEF OPERATING OFFICER | NA | Control |
| JOHNSON, LEWIS, MCKAY | I | MEMBER | NA | Control |
| JOHNSON, LEWIS, MCKAY | I | MEMBER | NA | Control |
| JOHNSON, LEWIS, MCKAY | I | MEMBER | NA | Control |
| JOHNSON, LEWIS, MCKAY | I | MEMBER | NA | Control |
| JOHNSON, LEWIS, MCKAY | I | MEMBER | NA | Control |
| JOHNSON, LEWIS, MCKAY | I | MEMBER | NA | Control |
| JOHNSON, LEWIS, MCKAY | I | MEMBER | NA | Control |
| KEY, KIMBERLY, RUTH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KEY, KIMBERLY, RUTH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KEY, KIMBERLY, RUTH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KEY, KIMBERLY, RUTH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KEY, KIMBERLY, RUTH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KEY, KIMBERLY, RUTH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KEY, KIMBERLY, RUTH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KEY, KIMBERLY, RUTH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KNEPFLER, RICHARD, KARL | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KNEPFLER, RICHARD, KARL | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CWA HOLDINGS, LLC | DE | OWNER | D | Control |
| CWA HOLDINGS, LLC | DE | OWNER | D | Control |
| CWA HOLDINGS, LLC | DE | OWNER | D | Control |
| CWA HOLDINGS, LLC | DE | OWNER | D | Control |
| CWA HOLDINGS, LLC | DE | OWNER | D | Control |
| CWA HOLDINGS, LLC | DE | OWNER | D | Control |
| CWA HOLDINGS, LLC | DE | OWNER | D | Control |
| BEYNON, WILLIAM, NICK | I | MEMBER | B | Control |
| ERNDL, KEVIN, M | I | MEMBER | B | Control |
| ERNDL, KEVIN, M | I | MEMBER | B | Control |
| ERNDL, KEVIN, M | I | MEMBER | B | Control |
| ERNDL, KEVIN, M | I | MEMBER | B | Control |
| ERNDL, KEVIN, M | I | MEMBER | B | Control |
| ERNDL, KEVIN, M | I | MEMBER | B | Control |
| ERNDL, KEVIN, M | I | MEMBER | B | Control |
| ERNDL, KEVIN, M | I | MEMBER | B | Control |
| FERGUSON, BLAINE, MICHAEL | I | MEMBER | B | Control |
| JOHNSON, LEWIS, MCKAY | I | MEMBER | B | Control |
| MOGLIA, JOSEPH, HUGH | I | MEMBER | B | Control |
| ABRAHAM, ZEV, WARREN | I | MEMBER | A | Control |
| ABRAHAM, ZEV, WARREN | I | MEMBER | A | Control |
| ABRAHAM, ZEV, WARREN | I | MEMBER | A | Control |
| ABRAHAM, ZEV, WARREN | I | MEMBER | A | Control |
| ABRAHAM, ZEV, WARREN | I | MEMBER | A | Control |
| ABRAHAM, ZEV, WARREN | I | MEMBER | A | Control |
| ABRAHAM, ZEV, WARREN | I | MEMBER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BEYNON, WILLIAM, NICK | I | CWA HOLDINGS, LLC | C | Control |
| BEYNON, WILLIAM, NICK | I | CWA HOLDINGS, LLC | C | Control |
| BEYNON, WILLIAM, NICK | I | CWA HOLDINGS, LLC | C | Control |
| BEYNON, WILLIAM, NICK | I | CWA HOLDINGS, LLC | C | Control |
| BEYNON, WILLIAM, NICK | I | CWA HOLDINGS, LLC | C | Control |
| BEYNON, WILLIAM, NICK | I | CWA HOLDINGS, LLC | C | Control |
| BEYNON, WILLIAM, NICK | I | CWA HOLDINGS, LLC | C | Control |
| FERGUSON, BLAINE, MICHAEL | I | CWA HOLDINGS, LLC | C | Control |
| FERGUSON, BLAINE, MICHAEL | I | CWA HOLDINGS, LLC | C | Control |
| FERGUSON, BLAINE, MICHAEL | I | CWA HOLDINGS, LLC | C | Control |
| FERGUSON, BLAINE, MICHAEL | I | CWA HOLDINGS, LLC | C | Control |
| FERGUSON, BLAINE, MICHAEL | I | CWA HOLDINGS, LLC | C | Control |
| FERGUSON, BLAINE, MICHAEL | I | CWA HOLDINGS, LLC | C | Control |
| FERGUSON, BLAINE, MICHAEL | I | CWA HOLDINGS, LLC | C | Control |
| JOHNSON, LEWIS, MCKAY | I | CWA HOLDINGS, LLC | C | Control |
| JOHNSON, LEWIS, MCKAY | I | CWA HOLDINGS, LLC | C | Control |
| JOHNSON, LEWIS, MCKAY | I | CWA HOLDINGS, LLC | C | Control |
| JOHNSON, LEWIS, MCKAY | I | CWA HOLDINGS, LLC | C | Control |
| JOHNSON, LEWIS, MCKAY | I | CWA HOLDINGS, LLC | C | Control |
| JOHNSON, LEWIS, MCKAY | I | CWA HOLDINGS, LLC | C | Control |
| JOHNSON, LEWIS, MCKAY | I | CWA HOLDINGS, LLC | C | Control |
| MOGLIA, JOSEPH, HUGH | I | CWA HOLDINGS, LLC | C | Control |
| MOGLIA, JOSEPH, HUGH | I | CWA HOLDINGS, LLC | C | Control |
| MOGLIA, JOSEPH, HUGH | I | CWA HOLDINGS, LLC | C | Control |
| MOGLIA, JOSEPH, HUGH | I | CWA HOLDINGS, LLC | C | Control |
| MOGLIA, JOSEPH, HUGH | I | CWA HOLDINGS, LLC | C | Control |
| MOGLIA, JOSEPH, HUGH | I | CWA HOLDINGS, LLC | C | Control |
| MOGLIA, JOSEPH, HUGH | I | CWA HOLDINGS, LLC | C | Control |
Registrations
Federal
IA
Nov 6, 2024 REGISTERED
Notice Filings (1)
FL
Address
9130 GALLERIA COURT3RD FLOOR
NAPLES, FL 34109
United States
Phone: 239-434-7434