SEC-Registered Investment Adviser
Cw Advisors, LLC
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated August 26, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- October 21, 2020
- Principal office
- 155 Seaport Blvd, 3rd Floor, Boston, MA 02210
- Organized as
- Limited Liability Company, DE
- Fiscal year end
- December
- Other offices
- 24
Scale
- Regulatory AUM
- $15.2B
- Discretionary / non-discretionary
- $14.8B / $437.7M
- Attributable to non-US clients
- $121.6M
- Accounts
- 23,756
- Clients
- 47
- Employees
- 152, 89 in advisory roles
- Private funds advised
- 4
- Private fund gross assets
- $28.6M
- Fund types
- 3 private equity funds, 1 other private funds
- Funds with Form D records
- 2 issuers in AltStreet's ledger, $10.4M reported sold across them
- Client assets in custody
- $5.2B (2,287 clients)
Business, clients and compensation, as filed
- Advisory activities
- financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting and selection of other advisers
- Compensated by
- a percentage of assets under management, hourly charges and fixed fees
- Client types
- individuals (other than high net worth) (3,169); high net worth individuals (3,257); banking or thrift institutions; pooled investment vehicles (1); pension and profit sharing plans (61); charitable organizations (24); other investment advisers (7); corporations or other businesses (23)
- Related persons include
- a broker-dealer, another investment adviser, a trust company, an insurance company or agency and a sponsor, general partner or managing member of pooled investment vehicles
- Affiliates
- 2 broker-dealers, 3 investment advisers
- Wrap fee program
- Sponsors or manages a wrap fee program
Form ADV Item 11 disclosures
The firm answered yes to the following Item 11 questions. The answers cover the firm and its advisory affiliates; the Disclosure Reporting Pages on IAPD identify the subject and the outcome.
- SEC or CFTC finding of a false statement or omission (Item 11C(1))
- SEC or CFTC finding of a violation of regulations or statutes (Item 11C(2))
- SEC or CFTC order against the firm or an affiliate (Item 11C(4))
- SEC or CFTC civil money penalty or cease-and-desist (Item 11C(5))
Form D activity of the funds this firm advises, by year
2 issuers in AltStreet's EDGAR ledger are joined to this adviser through Form ADV Schedule D, with Form D filings from July 21, 2020 to July 19, 2021. Reported sold across them: $10.4M.Years are the year of each offering's first notice; sold and investors are the latest figures on each chain. Counts and totals only; the fund roster is in the terminal.
| First notice | Offerings | Reported sold | Investors |
|---|---|---|---|
| 2020 | 2 | $10.4M | 29 |
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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.