CW Investment Advisers, LLC

Overview

CW Investment Advisers, LLC is an SEC-registered institutional RIA organized as an LLC and registered in 2021. The firm serves an institutional client base and provides portfolio management across individuals/small businesses, pooled investment vehicles, and businesses or institutions. Its stated fee arrangements include standard percentage-of-AUM charges plus performance-based and other fee structures. CW is not positioned as an ESG-focused manager, is not classified as a multi-state adviser, and does not list pension consulting or related-adviser activities. The firm also appears on both sides of private vehicles: it sponsors limited partnerships and serves as sponsor/GP/managing member of pooled investment vehicles. That sponsorship role, combined with the firm’s advisory work for pooled vehicles, suggests it both allocates to third-party managers and operates or manages private pooled structures.

Assets & Accounts

Investments & Alternatives

Location & Offices