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| Happy Holidays!! thanks for using AUM13F!! |
| Chung Wu Investment Group LLC
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| CRD # | 170362 |
| SEC # | 801-130266 |
| CIK # | 0002054278 |
| AUM | $127.2 M (2025-01-30) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 281-203-0069 |
| Address | 1415 Lake Pointe Parkway Sugar Land, TX 77478 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 8.2 | ||
| J P Morgan Chase & Co | 4.4 | ||
| Eaton Vance Enhanced Equity Income Fund II | 4.0 | ||
| Apple Inc | 3.8 | ||
| Antero Midstream GP LP | 2.8 | ||
| Nvidia Corp | 2.3 | ||
| Exxon Mobil Corp | 1.6 | ||
| VISA Inc | 1.6 | ||
| Oneok Inc /New/ | 1.5 | ||
| Facebook Inc | 1.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | CWIG Total Return Fund LLC | [2025-01-30] | 0.0 | 22.1 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 26 | 9.9 |
| (b) Individuals (high net worth individuals) | 65 | 95.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 30 | 22.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 202 | 127.2 |
| By Discretionary | ||
| Discretionary | 151 | 112.8 |
| Non-Discretionary | 51 | 14.4 |
| Total | 202 | 127.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 127.2 | |
| Total | 202 | 127.2 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Chung Wu | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002054278] |
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