CW Advisors
CW Advisors is a private equity manager in Boston, MA. It is registered with the SEC as an investment adviser with $15.2B in regulatory assets and 152 staff.
Funds on file
0
Raised, all funds
None yet
Regulatory assets
$15.2B
Staff
152
Pension investors
None found
Adviser record
RegistrationRegistered with the SEC as an investment adviser.
Regulatory assets$15.2B
Employees152
Clients3,257 wealthy individuals, 3,169 individuals, 61 pension plans, 24 charities, 23 companies, 7 other advisers and 1 private fund.
Control personsCandace Cavalier, Paul, Andrew Lonergan, Richard, James Villiotte, Erin, Marie Wendell, Kenneth, Richard Zannoni.
Private funds5 private funds holding $146.5M in gross assets.
Private funds it reports
FundTypeGross assets
Congress Wealth Management Enhanced Yield
Private equity
$94.9M
Aspera Limited Partnership
Other
$26.4M
Mja Special Opportunities Fund
Other
$14.1M
CWM Private Equity Growth Fund
Private equity
$6.8M
CWM Social Impact Fund LCC
Private equity
$4.3M