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| Chung Wu Investment Group LLC
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|---|---|
| CRD # | 170362 |
| SEC # | 801-130266 |
| CIK # | 0002054278 |
| AUM | 147.5 M (2026-04-10) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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 | 6.0 | ||
| Apple Inc | 5.1 | ||
| J P Morgan Chase & Co | 4.5 | ||
| Micron Technology Inc | 3.4 | ||
| Eaton Vance Enhanced Equity Income Fund II | 3.2 | ||
| Nvidia Corp | 2.9 | ||
| Antero Midstream GP LP | 2.9 | ||
| Mastec Inc | 2.2 | ||
| GE Vernova Inc | 2.1 | ||
| Goldman Sachs Group Inc | 1.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | CWIG Total Return Fund LLC | [2025-01-30] | 29.7 M | |
| Offered $50,000,000 · Filed 2015-10-14 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $200,000 · Remaining $50,000,000 · Duration More than one year · Revenue Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 27 | 8.2 |
| (b) Individuals (high net worth individuals) | 66 | 109.6 |
| (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 | 34 | 29.7 |
| (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 | 215 | 147.5 |
| By Discretionary | ||
| Discretionary | 215 | 147.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 215 | 147.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 147.5 | |
| Total | 215 | 147.5 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Chung Wu | Executive Officer | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002054278] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Fund Types | Private Equity |
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